Tag Archives: wealth management
How well did your wealth manager really perform in 2025?
I do not often consider wealth management, I neither manage it or have management to have managed. Robin Powell comments on this world and as a friend I read what he says. You can do here in a blog he … Continue reading
This will be a budget that rewards wealth management.
The FT and Emma Dunkley (today) send me an email that occasionally hits the mark. I do not stand for wealth management, there are many who do and I am pleased they are being promoted by the Budget to invest … Continue reading
Posted in pensions
Tagged Emma Dunkley, ft, FT asset management, SJP, wealth management
Leave a comment
Aussie solutions to “pensions” are based on wealth management
I’m interested in the Australian system of rating retirement funds and have looked at the owners of Epic Retirement’s Chant West – the organisation delivering Tick, it’s system to assess what we’d call “pensions”. The ownership is with FE fundinfo. … Continue reading
The state of private equity and what it means for pensions
🇬🇧 Private Equity Offers Discount Fees As Dealmaking Drought Deters Investors ▫Sweeteners aimed at big backers ▫Cut-throat competition for cash ▫Industry fortunes face reversal ▫@william_louch @JosephineCumbo 🇬🇧#frontpagestoday #UK @FinancialTimes pic.twitter.com/sjXBfUpjIg — 𝙵𝚛𝚘𝚗𝚝 𝙿𝚊𝚐𝚎𝚜 𝚃𝚘𝚍𝚊𝚢 📰 (@ukpapers) August 8, 2023 I … Continue reading
Private equity – does the sausage match the sizzle?
Private markets are being touted as the promised land for retail investors. They off “milk and honey” at a time when the traditional asset classes can barely feed us locusts. At the PLSA conference, some managers I spoke to … Continue reading
Posted in pensions
Tagged Pensions, Private Equity, Private equity fund, Sausage, sizzle, wealth management
Leave a comment
Why is Aviva buying Succession – an IFA consolidator?
Just as Scottish Widows moved on Embark, so Aviva has moved on Succession, announcing its £385m acquisition of the IFA consolidator as part of its annual results this morning. Aviva says the deal would “significantly” enhance its presence in the … Continue reading
The curse of wealth (and the pleasure from income)
The purpose of money is to pay for things that are needed. The definition of need varies but the link with liability is strong. For most people , the fear of not being able to pay for things we need … Continue reading
Posted in advice gap, age wage
Tagged curse, curse of wealth, financial planning, Wealth, wealth management
1 Comment
No meat in the pie! Investment pathways
Yesterday’s pension play pen lunch brought together a small but enthusiastic group of us to discuss whether the FCA’s planned in retirement investment pathways, would bridge the advice gap identified by FAMR and the Retirement Outcomes Review. If that sounds … Continue reading
Posted in advice gap, pensions
Tagged advice gap, Lifesight, pensions, wealth management, WTW
1 Comment
So what’s unfair about a Pension Wealth Tax?
In this article I argue that any tax increases levied on the rich are ok by me, and I’m rich. The bias of vested interest The vast majority of people get tax relief on their pension contributions. Some people are excluded by … Continue reading
Posted in accountants, Henry Tapper blog, pensions
Tagged annual allowance, HMT, Lifetime allowance, pensions, scheme pays, Tax, Treasury, Wealth, wealth management
5 Comments
The “wonder” of wealth
As Dr Chris Sier entered the Corinthia Hotel on Wednesday, en route to a cup of tea with the AgeWage management team, he noticed a gentleman handing over his Bentley keys to the doorman, with a fifty pound note as a tip . … Continue reading
Posted in advice gap, pensions
Tagged advice, Hargreaves Lansdown, pension, pensions, Samuel Johnson, SJP, wealth management
Leave a comment