Відео

Sneak peek of Episode 8 in our Alternative Thinking podcast series Exploring EISA with special guests Christiana Stewart-Lockhart, Director General at the Enterprise Investment Scheme Association (EISA) and Luke Barnett, Chair of the Research and Education Committee at EISA and Head of Tax Advantaged Investments at St. James’s Place Wealth Management

On today’s episode of our ‘Alternative Thinking’ podcast we welcome Stuart Beaver, Wealth Planning Director at Cazenove Capital. On this episode, Stuart talks to us about asset allocation, the cyclical nature of the markets and navigating them, where alternatives feature in investor portfolios and the need for technology and platforms.

We were delighted to have as our guest Kallum Pickering, Chief Economist at Peel Hunt, for an insightful episode of the Alternative Thinking podcast. This episode dives into the recent US election result and explores its macro implications for both global and UK markets, along with discussions on the recent fiscal changes in the Autumn Budget.

Sneek peek at this week's Alternative Thinking episode, where we welcome regular guest Dr Paul Mattick, Head of Sales & Private Investor Relations at Mercia Asset Management, as well as Andrew Baird, Strategic Partnerships at Downing to discuss the recent Autumn Budget and US election what effect the budget has had on tax efficient products.

On this week's Alternative Thinking episode we welcome regular guest Dr Paul Mattick, Head of Sales & Private Investor Relations at Mercia Asset Management, as well as Andrew Baird, Strategic Partnerships at Downing to discuss the recent Autumn Budget and US election what effect the budget has had on tax efficient products.

We were delighted to have this week as our guest Kallum Pickering, Chief Economist at Peel Hunt, for an insightful episode of the Alternative Thinking podcast. This episode dives into the recent U.S. election result and explores its macro implications for both global and UK markets, along with discussions on the recent fiscal changes in the Autumn Budget.

On today’s episode of our ‘Alternative Thinking’ podcast we welcome Stuart Beaver, Wealth Planning Director at Cazenove Capital. On this episode, Stuart talks to us about asset allocation, the cyclical nature of the markets and navigating them, where alternatives feature in investor portfolios and the need for technology and platforms.

This episode of our 'Alternative Thinking' podcast focusses on the upcoming Autumn Budget and the potential impact to the tax efficient investment landscape. We welcome back our regular guests Paul Mattick from Mercia and the Northern VCTs and Nick Priest from Downing, who join our hosts, Melissa Griffiths and Steve Dobson, as they delve into possible tax changes affecting capital gains, inheri...

This episode on the Alternative Thinking Podcast we ask "What is EISA and why does it exist?" with special guests Christiana Stewart-Lockhart, Director General at the Enterprise Investment Scheme Association (EISA) and Luke Barnett, Chair of the Research and Education Committee at EISA and Head of Tax Advantaged Investments at St. James’s Place Wealth Management

Mel and Steve talk with special guest Lee Coates, OBE, about Fund Labels & SDR for Wealth Managers.

Mel and Steve talk with special guest Lee Coates, OBE, about Fund Labels & SDR for Fund Managers.

Take a whistle-stop tour through our website and Knowledge Centre to give you an idea of what our clients are experiencing. The Knowledge Centre is ever growing and full of interesting and useful content and information for advisers and their clients.

On today’s ‘Alternative Thinking’ podcast we welcome special guest Simon French, Chief Economist and Head of Research at UK investment bank, Panmure Gordon along with our hosts, Melissa Griffiths and Steve Dobson.

On today’s ‘Alternative Thinking’ podcast we continue to focus and reflect on the past season (2023-24) within the tax efficient space. We are delighted to welcome back to the sofa for Part Two, Paul Mattick from Mercia Asset Management and Nick Priest from Downing along with our hosts, Melissa Griffiths and Steve Dobson.

Episode 3 - Reflections - Part One

Episode 2 - Tax Year End 2023/24

Episode 1 - Spring Budget 2024

Spotlight Interview: Glen Stewart, Head of Intermediated Capital Raising, Committed Capital

Spotlight Interview: Sarah Barber and Lisa Matthews, Jenson Funding Partners

Spotlight Interview: Jeffrey Faustin and Cesar Faucheur, Jenson Funding Partners

Spotlight Interview: Jasper Smith & James Faulkner, Vala Capital

Spotlight Interview: Chris Hutchinson, Unicorn Asset Management