Alternative Thinking from GrowthInvest

10 Episodes

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Episode 10 - Special Guest: Stuart Beaver from Cazenove Capital

2024-09-1828:01

On today’s episode of our ‘Alternative Thinking’ podcast we welcome Stuart Beaver, Wealth Planning Director at Cazenove Capital. On this episode, Stuart talks to us about asset allocation, the cyclical nature of the markets and navigating them, where alternatives feature in investor portfolios and the need for technology and platforms.

Episode 9 - Autumn Budget & Alternatives

2024-09-0631:27

This episode of our 'Alternative Thinking' podcast focuses on the upcoming Autumn Budget and the potential impact to the tax efficient investment landscape. We welcome back our regular guests Paul Mattick from Mercia and the Northern VCTs and Nick Priest from Downing, who join our hosts, Melissa Griffiths and Steve Dobson, as they delve into possible tax changes affecting capital gains, inheritance, carried interest and pensions.

Episode 8 - Exploring EISA

2024-08-1934:58

On today's 'Alternative Thinking' podcast we welcome Christiana Stewart-Lockhart, Director General at the Enterprise Investment Scheme Association (EISA) and Luke Barnett, Chair of the Research and Education Committee at EISA and Head of Tax Advantaged Investments at St. James’s Place Wealth Management along with our hosts Melissa Griffiths and Steve Dobson to discuss EISA, the importance of EIS/SEIS schemes, industry trends and challenges.

Episode 7 - Fund Sustainability Labels & SDR for Wealth Managers

2024-08-1222:14

On today’s ‘Alternative Thinking’ podcast we welcome special guest Lee Coates OBE, Director at ESG Accord along with our hosts, Melissa Griffiths and Steve Dobson where we discuss the recent introduction of the anti-greenwashing rules, the imminent arrival of the Fund Sustainability Labels accompanied by the sustainability disclosures requirements and what this means from a Wealth Manager's perspective.

Episode 6 - Sustainable Labels & SDR for Fund Managers

2024-07-0922:05

Episode 5 – Special Guest: Simon French from Panmure Gordon

2024-06-1928:29

On today’s ‘Alternative Thinking’ podcast we welcome special guest Simon French, Chief Economist and Head of Research at UK investment bank, Panmure Gordon along with our hosts, Melissa Griffiths and Steve Dobson where we discuss the current state of the nation.

Episode 4 - Reflections - Part Two

2024-05-0711:45

On today’s ‘Alternative Thinking’ podcast we continue to focus and reflect on the past season (2023-24) within the tax efficient space. We are delighted to welcome back to the sofa for Part Two, Paul Mattick from Mercia Asset Management and Nick Priest from Downing along with our hosts, Melissa Griffiths and Steve Dobson.

Episode 3 - Reflections - Part One

2024-04-3022:58

On today’s ‘Alternative Thinking’ podcast we focus and reflect on the past season (2023-24) within the tax efficient space. We are delighted to welcome back to the sofa, Paul Mattick from Mercia Asset Management and Nick Priest from Downing along with our hosts, Melissa Griffiths and Steve Dobson. Look out for Part Two also!

Episode 2 - Tax Year End 2023-24

2024-03-2824:02

In this episode we focus on the Tax Year End, with our regular guests,Paul Mattick from Mercia Asset Management and Nick Priest from Downing, returning with their valuable intel on current themes. We discuss recent trends seen this season across VCTs, IHT products, both AIM and asset backed, and EIS funds, including Knowledge Intensive funds, in the tax efficient landscape.

Episode 1 - Spring Budget 2024

2024-03-2519:371

Todays focus the Spring Budget, with guests Nick Priest from Downing and Paul Mattick from Mercia and the Northern VCTs. Topics discussed include Inheritance Tax, Industry sectors such as Green Industries, the new British ISA, PISCES and the overall economic outlook going forward.

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