23 Oct 2024

Press release: Wealthtime pioneers innovative business transformation through agreement with Wipro and GBST

Wealthtime, the adviser-focussed platform business, has agreed partnership with Wipro (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading technology services and consulting company, and its global technology partner GBST to deliver a market-leading, digital first platform and innovative customer-centric service offering. The move supports the group’s long-term growth ambitions and draws on Wipro’s extensive technology […]

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24 Oct 2024

Patrick’s quarterly deep dive – Q3 2024

For professional advisers only It seems these days there’s no such thing as an uneventful quarter, and Q3 has proved no different. In my Q2 deep dive, I wondered whether Q3 would see a Budget in September or October. Well, now we know: after the quarter opened with Labour’s seismic election landslide, new Chancellor Rachel […]

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24 Oct 2024

DFM Agreements: Agent as Client or Agent of Client?

Tony Hicks, Head of Sales, Copia Capital For professional advisers only Last month I talked about the benefits of co-manufacturing as a way to de-risk your investment management proposition. Alongside the co-manufacturing decision, when you’re outsourcing to a DFM, you also need to consider the basis of the agreement – whether it is Agent of […]

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14 Nov 2024

Autumn Statement 2024: Pensions to become part of IHT and what this means for retirement planning

For professional advisers only With a seemingly endless stretch between Labour winning the election in the summer and last week’s Autumn Statement, there had been lots of speculation and rumours over what might be announced. Now the dust has settled, we look at the implications of the announcements for retirement planning. Inclusion of pensions in […]

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11 Dec 2024

Copia Capital Quarterly Market Review

Pete Wasko, Senior Portfolio Manager, Copia Capital For professional advisers only As we near the end of a year dominated by political upheaval, Pete Wasko, Senior Portfolio Manager at Copia Capital, looks back over the last twelve months and considers how events in the US and UK will impact investors in 2025. A recap of […]

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20 Jan 2025

Patrick’s quarterly deep dive – Q4 2024

Patrick Mill, Wealthtime CEO For professional advisers only Happy New Year! As we welcome in 2025, it’s fair to say that the end of 2024 was action-packed from a political and regulatory perspective. In my Q3 update, I thought about what changes might come in October’s budget. In the end, much of the pre-event speculation […]

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23 Jan 2025

The growing importance of custom portfolios amid rising CGT

Joanne Benson, Head of Investments Copia Capital For professional advisers only. The rise in Capital Gains Tax (CGT), announced in last autumn’s Budget, wasn’t entirely unexpected, but it brings big challenges for advisers managing any client’s investments outside of tax-efficient wrappers. While the government has stated that CGT is paid by less than 1% of […]

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18 Feb 2025

Regular withdrawal changes 

In response to adviser feedback, we will shortly be removing the 10% decency limit on regular withdrawals. To make this change, we will now require all bank accounts to be verified online via CREDAS before setting up a regular withdrawal.   This requirement does change the process for setting up regular withdrawals for prospective and existing […]

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20 Feb 2025

Is now a good time to revisit UK equities?

Joanne Benson, Head of Investments Copia Capital After a turbulent few years, UK equities are looking more attractive than ever. Valuations for UK stocks, especially in the small and mid-cap space, are at historic lows. In addition, a surge in share buybacks and mergers and acquisitions (M&A) alongside a new government that appears to be […]

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