Steven Kenee

National IFA firm Continuum recorded a 26% year-on-year increase in assets under influence to £2.35bn for the quarter ended 30 September. Continuum's annualised turnover projection increased by 21% year-on-year, which they said reflected the "continuing growth and future potential for the business which has the goal of becoming a household brand in the near future". Continuum managing partner Martin Brown said: "Our surveys have shown that trust remains the key factor in driving new clients when it comes to choosing a financial adviser, with people actively seeking an adviser and a brand they can rely on. We expect the demand for financial advice to stay strong through the remainder of the year and into 2025." (via Professional Adviser) https://lnkd.in/d3rR6eqk

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David Smith, fund manager of Henderson High Income Trust plc, recently recorded a webinar with Investor Meet Company. Click the link to see David discuss the trust’s recent performance, how he is positioning the portfolio in 2024 and some key case studies to illustrate his investment approach: https://bit.ly/4d7TrW3 #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication For UK investors only. Capital at risk.

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David Smith, fund manager of Henderson High Income Trust plc, recently recorded a webinar with Investor Meet Company. Click the link to see David discuss the trust’s recent performance, how he is positioning the portfolio in 2024 and some key case studies to illustrate his investment approach: https://bit.ly/4d7TrW3 #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication For UK investors only. Capital at risk.

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David Smith, fund manager of Henderson High Income Trust plc, recently recorded a webinar with Investor Meet Company. Click the link to see David discuss the trust’s recent performance, how he is positioning the portfolio in 2024 and some key case studies to illustrate his investment approach: https://bit.ly/4d7TrW3 #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication For UK investors only. Capital at risk.

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Check out what Managing Partner, Stuart Ritchie APFS, Chartered FCSI, shared in this week's Money Marketing. He discusses the 60/40 portfolio and addresses critics who claim the traditional model is outdated or ineffective in today’s market. Are reports of its demise premature? Find out more in the full article. 🔗Link to the article in the comments. #financialplanning #investments #portfolio

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What do you get when an entrepreneurial investment manager takes on the established platform market? The P1 Investment Services platform is what... Check out our case study, as we take a closer look at how this next-generation platform is changing the game for financial advisers up and down the UK. With our (genuinely) straight-through processing at its core, the P1 Platform is helping a rapidly growing number of firms to turbo-charge their practices, allowing them to focus on advice, not admin. It's been great to watch first-hand their continued growth as a platform to be reckoned with and you can take a look yourself – check out our film and head to our website to find out more... https://hubs.ly/Q02Wrc0H0

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Why stay on top of dividends from retained earnings? Nick Walls, Partner, explores how managing dividends from retained earnings can affect your cash flow management, imputation credits, and more.

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Momentum Global Investment Management is making its restricted Passive Plus managed portfolio service (MPS) available on three platforms. #MomentumGlobal #investmentstrategy #passiveinvesting https://lnkd.in/evDTKH5p

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“Effectively, what we’re doing is looking for talented managers - those who align with us culturally, are talented stock pickers and stick to the process.” Ben Mackie, Portfolio Manager, Hawksmoor Investment Management, highlights WS Gresham House UK Multi Cap Income Fund and Strategic Equity Capital plc (SEC), co-managed by Ken Wotton and Brendan Gulston as two funds that are harnessing #value in the UK in an article for Trustnet. Mackie highlights the broad opportunity in the current UK equity market, with stocks in most sectors trading cheaply compared to their history, with managers opting for portfolios that are “cheap, have lots of marginal safety and a real blend of styles.” https://lnkd.in/ejpHThKi #ukequities #publicequity | Capital at risk. Not an investment recommendation. Portfolio investments in smaller companies typically involve a higher degree of risk.

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Investments are inherently built on trust. ▪️ Trust that an investment manager is going to deliver on investor expectations  ▪️ Trust that an investee is going to deliver on the business plan  ▪️ Trust that an investor is going to deliver committed investment capital  ▪️ And so on… In this week’s article, Shauna gives some concrete tips on how to build trust through being transparent with risk. #forestinvestment #naturalcapital #Timberlandinvestment #Timberland #ImpactInvesting #ESGrisk #investmentrisk 🔗 Link to the article below 👇

Looking to sell your business? Look no further than Agilis Advisory! www.agilisadvisory.co.uk #SellYourBusiness #AgilisAdvisory #BusinessBrokers #BusinessSales #ExitStrategy #MergersAndAcquisitions #Entrepreneurship

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Private markets have had a torrid couple of years and CFOs have borne the brunt of it. Two members of Aztec’s Private Equity management team Simon Bliss and James Whittingham discuss five common pain points #CFOs have and how to ease them in an increasingly complex industry. ➡️ Freeing up time for value-add activities ➡️ Balancing independence and scale ➡️ Accessing intelligence among industry peers ➡️ Building in flexibility and managing risk ➡️ Adapting and implementing technology Read more: https://azt.gr/48nd76o

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For investors looking to back some of the UK's most exciting, high-growth startups, the SEIS offers one of the most generous tax reliefs available, designed to maximise returns and reduce risk. This free guide provides a detailed overview of how the SEIS can help you: ✅ Claim 50% income tax relief on your investment ✅ Pay no capital gains tax when selling shares ✅ Reduce an existing CGT bill by 50% with reinvestment relief ✅ Pass on shares free from inheritance tax ✅ Claim loss relief if unforeseen circumstances arise It also covers: ✅ How to invest through the SEIS ✅ The types of companies eligible for SEIS investment ✅ How SEIS can enhance a diversified portfolio ✅ The risks and rewards associated with SEIS ✅ Answers to the most frequently asked questions about SEIS Download the guide here: https://hubs.la/Q02TBpMX0

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Laura Foll, fund manager of Lowland Investment Company plc, recently spoke to James Carthew for QuotedData’s Weekly News show. The on-demand video is available to watch now. Click the link to watch Laura introduce the trust, explain how the trust is currently positioned, and discuss dividends for both LWI and the wider UK market: https://bit.ly/3wmS59q #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication For UK investors only. Capital at risk.

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Don’t let your clients finance options fall out of range, our bridging loans focus on short-term solutions for a range of reasons. 📷 Chain-break 📷 Pre-sale purchase 📷 Auction purchase 📷 Below market value transactions 📷 Buy to let with nil valuation, full retention 📷 Cash buyers 📷 Non-status capital raising 📷 Whole of market access 📷 Regulated & unregulated 📷 Packager Only exclusives 📷 Low fee 📷 Competitive commission 📷 Up to 100% borrowing using additional security 📷 Funding without monthly payments 📷 No upper age limit 📷 Uninhabitable properties 📷 Properties not wind and water tight 📷 Properties with subsidence 📷 Refurbishment (light & heavy) 📷 Developer exit 📷 Tax & VAT bills Ready to focus on results? Call our bridging experts on 01202 850 830 (option 3), email [email protected] or visit https://lnkd.in/etmg7d92 ⭐ For Intermediaries only ⭐ Not intended for retail consumer use ⭐ #SpecialistLending #Bridging #PositiveLending #BridgingFinance #BridgingLoans

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Smoothed funds don’t have to be expensive.   That’s why we are pleased to announce that we’ve reduced the annual management charge (AMC) across our Smoothed Managed Fund range, giving your clients access to smoothed returns with an AMC now from just 0.80%*.   Explore the LV= Smoothed Managed Fund range today.   *The AMC for the LV= ISA is 0.95%

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We are so proud to have been named again as finalists in the Growth Investor Awards 2024 - Best BR Investment Manager - Listed category. It is an honour to join a list of outstanding companies who offer a discretionary AIM portfolio investment management service, and we wish the best of luck to all finalists ahead of the results in November! Capital at risk. An award is not a reliable indicator of future results. Intelligent Partnership #ImpactBeyondInvestment #GIAwards24 #GrowthInvestorAwards #Investing

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