Investing
Investing
Private Equity Has Trust Issues With AI
Investing
Merifund Capital Management on FTSE 100 Gains
Investing
Sycamine Capital Management Sets Outlook on Japan Equities
Investing
Claiming Back German Pension Contributions: What You Need to Know
Institutional Crypto Adoption: Navigating the Maze of Regulation, Investor Access, and Operational Complexity
Date: August 11, 2025
As institutional interest in cryptocurrency and digital assets accelerates, the U.S. financial system finds itself at a crossroads. While the promise of blockchain technology and decentralized finance is driving unprecedented innovation, the path to mass adoption is anything but straightforward. Five primary challenges—regulatory uncertainty, outdated investor definitions, operational complexity, compliance burdens, and technological inequality—are shaping the landscape for issuers, investors, and regulators alike....
Leeds Reforms Welcome but Deeper Change Needed to Future-Proof UK Finance, Says Investment Expert
Date: July 26, 2025
Shaun Wood, Managing Director and Chief Investment Officer at Simpson Wood Financial Services Ltd, says he largely welcomes the reforms and that it is “encouraging to see Reeves finally listening to City lobbyists on tackling our listing and overall capital markets issues,” but that more needs to be done to bring the European exchanges together and better compete with the US...
How High-Net-Worth Individuals in the UK Are Restructuring Their Portfolios in 2025
Date: July 25, 2025
The financial landscape in 2025 is complex, fast-moving, and shaped by both global disruptions and domestic realignments. For high-net-worth individuals (HNWIs) in the UK—those with investable assets typically exceeding £1 million—this environment has triggered a more active and strategic approach to wealth management. From recalibrating asset classes to rethinking intergenerational wealth planning, portfolio restructuring is no longer a periodic task but an ongoing process....
Homesafe Wealth Release: A New Way to Fund Retirement Without Debt
Date: July 8, 2025
Rising living costs and modest super balances have left many senior Australians rich in assets but short on cash. For homeowners over the age of 60, their family home is often their most significant asset. However, converting that equity usually means downsizing or taking on debt through a reverse mortgage....
Mario Payne: Why Estate Planning Needs a Modern Makeover in Today’s Economy
Date: July 8, 2025
Image: Mario J Payne...
Tony Blumberg on the Family Trust: Focus and Objectives
Date: July 3, 2025
Anthony “Tony” Blumberg leads the Family Trust with a clear long-term investment strategy grounded in independence, research, and disciplined capital allocation. With decades of global experience across multiple sectors, Tony brings a depth of insight and a strategic approach that continues to shape the Trust’s investment philosophy and outcomes....