Confidant | Summer 2023

Partner, Education

Pulling together

Welcome to the Summer 2023 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights include;

  • Paul Killik on why smaller shareholders must not be marginalised
  • Rachel Winter’s roundup of the quarter’s key market events
  • The Equity Research team on how AI can benefit long-term investors
  • Our Wealth Planners on the new opportunities in the pensions space
  • A roundtable focused on how we work with, and for, our clients
  • Tim Bennett’s three top personal finance tips
  • An insight into the Lloyd’s of London insurance market


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