AIM (formerly the Alternative Investment Market) was established in 1995 and is London Stock Exchange’s market for 800 small and medium size companies, ranging in market capitalisation from less than £1 million to over £2 billion and collectively valued at £85 billion1. AIM is home to a wide range of dynamic businesses, including several well-established
The UK wealth management market now exceeds over £900bn AUM*. A quarter of AUM comes through third party Financial Advisers, and Managed Portfolio Services (MPS) on platforms remain one of the fastest growing areas of the market. There are well known benefits to a MPS including the lower cost. Bespoke portfolios attract VAT whilst MPS
As we enter the second year of Assessment of Value reports now required by the regulator from the authorised funds sector there can be no doubt that the regulator has a close eye on value in the industry. It is very conceivable, perhaps even desirable, that the concept may spread further. After all, within the
Client segmentation is critical now that PROD sets out rules on selecting investment services for clients. Here’s an approach to consider.
Financial jargon can be hard to keep track of at the best of times and just when you think you’ve gotten a handle on the latest money mutterings, they change all over again. Ethical investing has certainly suffered through its various definition nuances. For many, ethical investing is still seen as an approach where investors