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wesleyan

Female investment ISA holders urged to take more 'active approach'

ISAs

Female investment ISA holders urged to take more 'active approach'

Wesleyan says women need to get on top of their stocks and shares ISAs

clock 09 March 2026 • 2 min read
Copia launches smoothed managed portfolio range with Wesleyan

Your profession

Copia launches smoothed managed portfolio range with Wesleyan

Copia Select Smoothed portfolios

clock 22 January 2026 • 2 min read
Advisers see more market volatility coming in 2026

Economics / Markets

Advisers see more market volatility coming in 2026

Uncertainty over the global economy and UK inflation rate

clock 06 January 2026 • 2 min read
Elston unveils UK's first multi-platform smoothed MPS

DFM & Model Portfolios

Elston unveils UK's first multi-platform smoothed MPS

Available on Aberdeen, Hubwise, Nucleus and Wealthtime

clock 05 January 2026 • 2 min read
Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

Income

Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

'A new class of on-platform smoothed funds could be particularly useful'

clock 25 November 2025 • 4 min read
Wesleyan partners with FNZ to push smoothed fund onto more platforms

Platforms

Wesleyan partners with FNZ to push smoothed fund onto more platforms

Aiming to expand its Smoothed With Profits Fund

clock 21 July 2025 • 2 min read
Wesleyan launches 'digital-first' platform for its advisers

Platforms

Wesleyan launches 'digital-first' platform for its advisers

Powered by SS&C Technologies Holdings

clock 18 June 2025 • 1 min read
Taking the rough with the smooth: How to navigate global market volatility

Investment

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

clock 13 June 2025 • 4 min read
Advisers take 'marmite' approach to smoothed funds

Investment

Advisers take 'marmite' approach to smoothed funds

Recognise benefits but put off by complexity and price

clock 20 March 2025 • 4 min read
HMRC nets £6.3bn from IHT in first three quarters of 2024/25

Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

clock 22 January 2025 • 4 min read
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