Publications
Welcome to the latest edition of Broking Business. There is probably no-one in the country who has not felt confused […]
Broking Business: Winter 2019/20
Wealthy families have been working together on co-investing opportunities for as long as there have been wealthy families – and […]
Funds & Family Office: Co-investing and deal flow
Welcome to the Summer 2019 edition of Capital Quarter – our newsletter for listed businesses and their advisors. The world […]
Capital Quarter: Summer 2019
As we head into the second half of the year, it’s not just the next Brexit deadline that’s looming. By […]
Broking Business: Summer 2019
In our experience from carrying out risk and control assurance work across the insurance sector we are seeing a growing […]
Good practice guide: Internal audit for brokers
There are a million definitions for succession and it is often assumed that succession only focuses on continuing a business. […]
Funds & Family Office: Succession for your family enterprise
In our experience from carrying out numerous audits, investigations and due diligence projects, the subject of client money and risk […]
Good practice guide: Client money for brokers
With decades of service to family offices, ultra-high-net-worth individuals and inter-generational families, we understand better than most that our clients […]
Funds & Family Office: Custom reporting
Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalised suite of services […]
Funds & Family Office: Fund services
Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalised suite of services […]
Funds & Family Office: Family services
Commercial insurance brokers will need to have evolved into business advisors for their SME customers by 2027 or face extinction. The […]
The future of commercial insurance broking
The introduction of FRS102 has resulted in insurance intermediaries, and their auditors, needing to carefully consider the treatment of insurance […]