News & Events

Concerns raised over sustainability and market abuse as FCA rings bell on PISCES launch
Optimism surrounds the UK’s private stock market launch, but concerns persist over potential market abuse once FCA approval arrives. (Source Investment Week)

From Startup to Scaleup: Turning UK Innovation Into Prosperity and Power
With 30+ years investing in European tech, one lesson stands out: the UK excels at startups but struggles to scale them into global leaders.

Re-thinking the order of estate planning from April 2027
Now that pensions are included in estates for inheritance tax (IHT), more clients will need to review or create estate plans. (Source Money Marketing)

What does a weak dollar mean for UK-based investors?
As a child, one pound sterling was worth more than two and a half US dollars. That changed with 1970s inflation and the collapse

‘Now is the right time to revisit listed private equity’
The sharp rise in global trade tensions in 2025 has added a new wave of volatility to capital markets. (FT Adviser)

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