“I had the pleasure of working with Matt on a number of projects and found him to be a confident presenter and someone who is both knowledgeable and generous with his time. Matt is a leader who is able to get the best from his team through effective coaching and development and it is these attributes that have enabled his team performance to be so impressive.”
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A commercially-minded business leader with vast experience in developing market verticals…
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Nedbank Private Wealth
Following a period of huge market activity so far in 2025, what does this mean for investors? Our Chief Investment Officer, Tom Caddick, looks at the various factors causing market noise in Q2 including Trump's tariffs, a fluctuating dollar and changing UK economic policy. https://lnkd.in/epc9q34y
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Asset Finance Connect
Aldermore Bank has unveiled its new Platinum Broker status for asset finance partners, an initiative designed to recognise and reward the highest-performing brokers across its Business Finance network. Find out more at: https://lnkd.in/epMt9T-n #Aldermore #AssetFinance #Brokers #PlatinumBrokerStatus #BusinessFinanceNetwork #Partnership
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Handelsbanken
⚡ On this week's podcast. The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Why? Daniel M. and James Sproule unpack the news on quantitative tightening and explain why it matters. Plus, house prices in England are on paper more affordable than they were in 2022 - find out why James thinks that's not the full picture. 🎧 Listen in: https://lnkd.in/e_3vP-DW
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Utmost Group
Inheritance Tax (IHT) thresholds haven’t moved in over a decade, but everything else has. In Part 1 of our two-part IHT special, Simon Martin, Head of UK Technical Services at Utmost Wealth Solutions, explores why IHT is increasingly catching families off guard and what advisers may need to consider in today’s planning landscape. A must-read for financial professionals navigating current thresholds, rising asset values and evolving client needs. Read the article here - https://lnkd.in/eEDQT5Ay #InheritanceTax #IHTPlanning #FinancialAdvisers #WealthTransfer #EstatePlanning #UtmostInsights
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W1M Wealth & Investment Management
Transferring family wealth is one of the most significant and challenging responsibilities many parents face. In this Financial Times article, James Barrie, CFA explores practical strategies for preparing children to become responsible stewards of family wealth. He covers how to introduce financial education early, make wealth tangible through real-world experience, instil values through philanthropy, and implement safeguards such as trusts to support their maturity. Read more here: https://lnkd.in/eZXDM2Wc
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