Hannah Smith

Discover some DIY tips to get your finances in shape for estate planning, before you call a financial adviser.

In this article, we cover some ways to help your parents plan for inheritance tax, and why you should.

We compare PensionBee and Nest to help you find the right platform. Read now to discover the key features, fees, pros and cons of both.

We reveal expert tips for a successful buy-to-let equity release. Read on to understand how equity release on a buy-to-let property works.

Steven Levin gives his take on bespoke portfolios, SDR and incubating the clients of the future

Wealth management firms are reviewing whether bespoke portfolios are suitable for all the clients that are in them

Tech disruption overtakes regulation as main issue of concern, according to FE fundinfo's 2025 Asset Managers Report

Federated Hermes has launched a global bond fund dedicated to credit opportunities at the shorter end of the curve.

London-based wealth and asset management firm Shard Capital has launched a new flagship series , the Permanent Portfolio range

Shard Capital has launched a new flagship series of investment strategies, the Permanent Portfolio range

Asset management is grappling with several “existential challenges” including mega indexers capturing inflows, fees being squeezed, and more regulation.

The strategies were previously offered only via traditional UCITS funds and mandates, but are now available in a more flexible way

Private credit is an increasing area of focus for fund buyers looking for alternative sources of yield and diversification in their portfolios.

Central bankers ‘sitting on their hands’ until the true economic impact of tariffs can be assessed

Central bankers 'sitting on their hands' until the true economic impact of tariffs can be assessed

Will work closely with chief distribution officer Steve Gazard

Chancellor Rachel Reeves delivers her Spending Review later today, in which she will reveal how she plans to allocate £600bn of public money

In the three months to April, unemployment rose to 4.6%, a three-year high

Study by professor of finance Alex Edmans found that cognitive diversity must be effectively managed to lead to better investment performance

A group of leading investors including Rathbones, Sarasin & Partners, Scottish Widows and NEST, are calling on companies to recommit to DEI