Richard Bavister

Want to get 5.2% return on your cash? 🤔 Whether you're a business owner, or want this personally - You can find out how to make your money work harder in InvestEngine's upcoming webinar with DWS Group 📽 What are you waiting for? Link in comments 👇 #investing #saving #business #retailinvesting

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This is a really interesting article from Samantha Secomb FPFS on the flaws of consolidation and how it might not be working for clients or advisers. I agree on many fronts and for a while now have promoting the idea that advice consolidators need to be focusing on using their size and scale to build a better client value proposition and crucially, a better adviser value proposition. Long-term adviser and client retention is key to making these deals work and to generate the success that the PE backers demand, yet finding the balance between investing in the proposition and making further acquisitions seems like a code that few, if any, have truly cracked. #wealthmanagement #advicematters #consolidation

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What are the economic factors driving investment performance? In this month’s Market Watch from our Chief Investment Officer Neil Birrell, he provides a summary of the key events in financial markets. For Investment professionals only. Capital at risk. #marketupdate #interestrates #stockmarkets 

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Is this the catalyst the UK market and investors have been waiting for..? With valuations optically looking very attractive from both relative & absolute terms versus global (US) equities, the tide could be finally turning on the back of PE M&A activity. One big head wind or banana skin could be the upcoming UK election. #M&A #UKEquities #Value #PE

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Whether you are looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being. We can advise on creating your unique investment strategy. Here at Gittins and Co Wealth Management Ltd we can advise on a range of investment solutions and ongoing services have been carefully curated to help you reach your financial goals. #gittinsandcowealthmanagementltd #gittinsandco #wealthmanagament #wrexham #wrexhambusiness #financialfreedom #moneymindset #improveyourfinancialwellbeing #financialwellbeing #bestfinancialfuture #investing #investment

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🌟 Securing Your AIFM Authorisation: A Strategic Guide for Success 🌟 In the dynamic and ever-changing financial industry, achieving authorisation as an Alternative Investment Fund Manager (AIFM) is a significant milestone. Whether you're aiming to become a Full Scope UK AIFM or a Small UK AIFM, understanding the nuances of each category is essential for aligning your business model with regulatory requirements. This guide breaks down the FCA’s application process, helping you navigate the complexities with ease. Learn about the different types of AIFMs, the strategic implications of each choice and the critical steps needed to secure your authorisation. Click below to discover how Complyport can assist you through this intricate journey, ensuring you achieve compliance and operational success. 🚀 Click the link> https://lnkd.in/euJktS9w #Complyport #AIFM #FinancialRegulation #Compliance #FCA #Finance #AlternativeInvestments #RegulatoryCompliance #BusinessStrategy #FCAauthorisation

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Has the UK market become a haven of stability? Claire Long, Head of Investment Trusts and Gervais Williams, joint Fund Manager of The Diverse Income Trust, discuss the opportunities for UK small-caps in this latest video, and if a UK small-cap rally is on the horizon. For Investment Professionals only. Capital at Risk. #investmenttrust #smallercompanies #ukequities

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See the link below to join what will be a great session

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🙏 A gentle plea to financial advisers to look at the TOTAL COST of an investment solution rather than just assessing the headline DFM charge / AMC 💲Our MPS portfolios and Multi-Asset Funds have an AMC of 0.4%… this might seem dearer than many other our peers 🤔 However… Our MPS portfolios TOTAL COST (including AMC, underlying charges AND transaction costs) come in at 0.59%-0.61% 😮 We must be using passive strategies in our portfolios to get the total costs so competitive, right? No.. As (truly) active investment managers we invest in direct stocks and bonds. This means we are not paying third-party fund manager fees therefore keeping additional costs to a minimum. 🏃‍♂️Providing a solution that is 100% active means Waverton Investment Management can be an ideal diversifyer for the more passive strategies in your proposition. 📫If you would like to hear more about our approach please do send me a message! #mps #multiasset #investment

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More thoughts below on why it's never been more important to have a strong and pro-active financial plan in place, this time around what you should be considering about your pension pre-budget. #7imprivateclient #wealthmanagement #privateclients #privatewealth

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In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income at Artemis Investment Management, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative. ▶ Watch the video on PA+ https://lnkd.in/eU-wm7NH #fixedincome #portfoliomanagement #investments

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Saving for a pension isn’t getting any easier. But allocations to private assets—such as private credit—could help. Read our latest blog to find out more. https://lnkd.in/dn2kaEQ2 For professional investors only. Capital at risk.

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"£1tn is expected to change hands in the UK in the 2020s alone" With the great wealth transfer expected in the coming years, it was great to contribute to the Financial Times’ article on how to prepare for it. The piece discusses how inheritance planning will look different for everyone and the importance of families communicating, not only about wealth, but about the purpose of it. ➡️ Read the full article here: https://on.ft.com/3MthFOd Julius Baer Marco Sella-Rolando Roger Stutz Silke Mies Tschatsch Maria Eugenia M. #juliusbaer #wealthmanagement #wealthplanning

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Morning all. The latest edition of Rathbones Asset Management’s In Conversation has arrived. Watch the latest Rathbone Multi-Asset Portfolios video here: https://lnkd.in/erP8VwGV   For Professional Investors. #ProfessionalInvestorsOnly #InConversation #RathbonesAssetManagement #OutNow #RathbonesMultiAsset

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This week’s host, Investment Manager Andrew Cartwright, is joined by Head of Fixed Interest Research, Richard Carter, CFA to discuss a week of divergence between US and European stocks, flat US CPI figures, UK stocks declining and signalling growth stagnation, France calling a snap legislative election, and much more. Listen now: https://bit.ly/4bbmIwA #QuilterCheviot This is a marketing communication. Capital at risk

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In this latest Market Watch from our Chief Investment Officer Neil Birrell, he discusses interest rates cuts, the latest economic data, politics, and whether June was a good month for stock markets. For Investment professionals only. Capital at risk. #marketupdate #interestrates #stockmarkets #politics

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Having just read an interesting article on Six major purchases retiree clients regret, I reflected on our role in shaping client decisions. If you are working with a Financial Adviser, you should always be informed about the financial cost (or benefits) of any large life decision, before you make it. Many clients still make a decision with their heart, however at Ulton Wealth they do so with all the facts in front of them. Retirement should be a joyful time to explore the new opportunities that time brings. Because they are more informed, our clients rarely regret their major purchases in retirement. Afterall, major purchases are often objectives that clients have planned for over long periods of time with us. #forwhatmatters

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Commercial Broker: Using revolving credit to fuel growth In today’s dynamic business environment, SMEs require flexible financing options to sustain growth and pursue new investment opportunities. Writing in the latest edition of the Association’s Commercial Broker magazine, Kevin Vendel, commercial director at TP24, explains why NACFB brokers should be recommending revolving credit to SMEs. He says, “Unlike traditional loans, which have fixed repayment schedules, revolving credit allows businesses to borrow, repay and borrow again, providing the flexibility to manage cash flow fluctuations, cover unexpected expenses, and seize growth opportunities as they arise.” Read the full industry insight here. Commercial Broker, Round and round  At One Stop Business Finance we provide RCF's for some of the more challenging types of business or borrowers, with flexible tailor made lending solutions. If you want to know more, feel free to reach out [email protected] or 07798901417 #banksaysno #revolvingcreditfacilities #SME's

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