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Richard Bernstein, Head of Compliance at JM Finn explains what his role entails and the work the Compliance team do to protect clients.
The latest message from our editor Carrie Lennard in the summer edition of Prospects magazine.
Investment Director Simon Tufnell is a finalist in Winchester Business Awards.
Automatic inclusion in major indices means that listing is set to draw significant investment from passive funds.
Recent US labour market data indicates that AI might be responsible for removing some jobs – but the long-term effect is far more nuanced, writes Head of Investment Office Jon Cunliffe.
What do the latest pension changes mean for your inheritance tax and estate planning?
Andrew Cumming listed among the UK’s top high net worth wealth managers.
Uncertainty over the future of UK government leadership is driving bond yield increases, as investors demand higher returns in exchange for holding UK government debt.
Firm recognised in the Wealth Management Company of the Year category.
An overview of Agricultural Property Relief (APR) - what is is, who qualifies, and how recent changes may affect inheritance tax planning for farming families.
The latest video update on the performance of our Investment Management Service portfolios.
Watch our April market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Despite geopolitical events dominating headlines, corporate earnings remain the key driver of markets, writes Andrew Mann.
Firm takes coveted accolade at City of London Wealth Management Awards.
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