Investors Centre are in a unique position to help clients manage their portfolios in a tax-efficient manner. This is particularly important in the current environment of rising taxes and lowering interest rates. However, with the variety of tax wrappers at their disposal, investors need to understand their options and make sure they are taking advantage of every opportunity to optimise their returns.
The UK is a good place to invest in business, with a well-established business culture and a large number of multinational corporations, small and medium enterprises (SMEs) and a growing community of startups and micro businesses. Investors can find opportunities in both equities and fixed income assets, as well as property.
UK Investment Professionals: The Top Experts in the Field
Euan Munro is CEO of Newton Investment Management and has a long career in macro investing. Prior to founding the firm, he spent seven years at Aviva Investors as head of multi-asset and bond funds. He also served as a member of the board at Standard Life Investments.
Richard Parkin has over 30 years of industry experience, mainly in Defined Contribution pensions and retirement. He started his career as a DC investment consultant at Towers Perrin and moved to a product development role with Phillips & Drew before joining Fidelity International in 1998.
In the past, private equity (PE) investments in the UK wealth sector were largely predicated on a consolidation opportunity in a fragmented market as independent financial advisers (IFAs) sought to merge their firms to better leverage scale and meet rising compliance and technology costs. Going forward, successful PE investment in the wealth space will require the firms to successfully address digital product innovation, legacy technology platforms and regulatory demands.