Whether to use active or passive funds is a classic investment debate. Of course, prudent investors will use a blend of both.

James Carthew singles out a private equity trust that is offering upside despite winding down. Shareholders in Partners Group Private Equity ( PEY) earlier this month voted overwhelmingly to approve ...

To move upmarket, advisers must deepen their expertise and value proposition, build stronger networks and learn to solve ...

Comment: Investors are concerned about the future of Global Value Sicav, but agree that capacity management is crucial for evergreen funds.

A five-strong team that quit Rathbones earlier this year has joined Swiss-owned boutique Bellecapital. A five-strong wealth team that quit Rathbones earlier this year has joined forces with ex-England ...

The discretionary wealth manager has launched a 10-basis-point cash portfolio and overhauled its passive suite.

Watch: A conversation during PAW 2026 in Lucerne highlighted the challenges of catching fraud in ABF portfolios and need for ...

ASHL owns the independent advice Sense Network and restricted advice network Lyncombe Consultants, with 482 advisers combined.

Highlighting the scale of the opportunity for reinvestment, Packwood noted: ‘When UK Wind was launched in 2013, it was a relatively nascent market. By the end of this decade, there’ll be around four ...

China’s tax enforcement brings frontline anxiety, cash demands and alternative wrappers. Could it reinforce the long-term case for Asian wealth hubs?

The six-week online course from November will comprise modules on family dynamics and how to manage difficult conversations.