News & Events

BSI sustainable funds standards will help put ‘meat on the bones of SDR’
The British Standards Institution has recently introduced new standards for sustainable funds, following the implementation of the Sustainability Disclosure Requirements (SDR). (Source Investment Week)

Phil Wickenden: IHT planning – more than an estate of mind
Despite significant changes in IHT planning—covering pensions, business and agricultural relief, and domicile—underlying long-term trends and structural disconnects continue to be largely overlooked. (Source

Deep Dive: UK behind in private markets access but ‘boulder is rolling downhill’
Global regulatory developments have improved access to private market opportunities for both wholesale and retail investors, though uptake in the UK has been comparatively

VCTs remain an attractive investment option, 30 years on, but aren’t delivering their full potential
Venture Capital Trusts (VCTs) have played a significant role in the UK economy for the last three decades by channeling private investment into early-stage

UK Treasury delivers long-awaited PISCES framework with FCA rules to follow
The UK government has established the Private Intermittent Securities and Capital Exchange System Sandbox (PISCES) today (15 May) to “boost the growth companies of

UK private capital investment hits £29bn in 2024
UK businesses secured £29.4bn in private equity and venture capital in 2024, up 44% from 2023, according to new BVCA research. (Source: Private Equity

BlackRock CEO Larry Fink backs Britain amid ‘more confidence in the UK economy’ – reports
Larry Fink, CEO of US asset management giant BlackRock, has thrown his support behind the UK government’s attempts to boost British growth. (Source: Investment

Deep Dive: Private markets could be the future of 60/40 portfolios
When 2022 saw the biggest bonds sell-off in a generation, many called it the end of the 60/40 portfolio model. (Source: Investment Week)