Investment | 20 Nov 24

Quilter Investors adds new asset classes to monthly income portfolios

Local currency emerging market debt is one of the new asset classes

Financial planning | 18 Nov 24

Over half of millennials with wealth over £25m say their family has no philanthropic arm

69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business

Middle East | 18 Nov 24

Lighthouse Canton names Won-Ki Kim as head of global institutional sales

He will have a particular emphasis on Korea, Japan, and North America

Financial planning | 15 Nov 24

St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review

Targeted Support should provide a framework that enables consumers to make better-informed decisions

Tax & Regulation | 14 Nov 24

EV adds inheritance tax functionality to its financial planning tool

The new feature provides advisers with an IHT liability illustration