of the offshore market, confronting the lack of transparency and obscurity of information.
Anyone promoting or recommending private market investments needs to be confident about investor categorisation. These categories are not formalities: they determine which investments can lawfully
Client demand for investments that do more than generate a return keeps rising, and advisers are expected to be able to discuss it with confidence.
Gold has been a store of value for thousands of years and still features in many modern portfolios. Central banks continue to hold significant reserves,
Companies are staying private for longer, so more of their growth now happens before public investors can reach it. Pre-IPO investing is one way for
Loan notes are one of the most common ways for private companies to raise capital directly from investors, and one of the most frequently misunderstood.
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