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A very different take on investment

Judging what young people want from their portfolio Investor expectations are taking a radical shift as wealth passes from one generation to the next. In this series on the Great Wealth Transfer, Jonathan Gain, CEO of Stellar Asset Management, looks at what young people want from their legacy portfolios and how independent financial advisers can keep pace with Millennial and Gen Z beneficiaries’ changing… Read more A very different take on investment

By rebecca 24th March 2026

How Family Trading Companies can simplify the intergenerational wealth transfer

The UK’s baby-boomers are set to pass on more than £5 trillion to the next generations over the coming 30 years in what has come to be known as the… Read more How Family Trading Companies can simplify the intergenerational wealth transfer

By rebecca 17th March 2026

Why you can never be too young to think about passing on your wealth

If you are in your thirties or forties, passing on your wealth is likely to be the last thing on your mind. You may also be reluctant to discuss inheritance… Read more Why you can never be too young to think about passing on your wealth

By rebecca 11th March 2026

How to get the wealth transfer conversation underway

Inheritance can be a difficult subject to bring up with your loved ones. Yet, sitting down with your family to discuss wealth transfer would help you to gain a deeper… Read more How to get the wealth transfer conversation underway

By rebecca 2nd March 2026

Our Residential Development Strategy

Our Residential Development strategy focuses on acquiring freehold land with full planning permission, partnering with experienced residential developers, and maintaining disciplined oversight throughout the lifecycle of each project. By concentrating… Read more Our Residential Development Strategy

By rebecca 25th February 2026

Our Leisure Strategy

Our leisure strategy focuses on acquiring under-performing, under-valued golf and hospitality businesses and transforming them into high-performing, sustainable assets. By combining operational improvements, targeted refurbishment, and strategic repositioning, we are… Read more Our Leisure Strategy

By rebecca 16th February 2026

Voting is now open for the 2026 Moneyfacts Investment Life & Pensions Awards

Voting is now open for the 2026 Moneyfacts Investment Life & Pensions Awards. These awards are shaped by adviser feedback, and we would really appreciate your support in voting for… Read more Voting is now open for the 2026 Moneyfacts Investment Life & Pensions Awards

By rebecca 11th February 2026

Grounded Opportunities – Asset-Backed updates

Over the past decade, the UK forestry market has demonstrated strong performance and attracted increasing levels of investment. A growing number of new investors are entering the market, driven by… Read more Grounded Opportunities – Asset-Backed updates

By rebecca 18th September 2025

Your clients deserve better on AIM: Why advisers are choosing Stellar

Last week, we proposed a scenario where a larger AIM IHT fund manager may have invested 2% of their portfolio in a £100m market cap. company. Should the need then… Read more Your clients deserve better on AIM: Why advisers are choosing Stellar

By Phil Kirwan 18th September 2025

Outperformance by design: How flexibility sets Stellar apart on AIM

With over 600 companies to choose from, the bulk of which are below £50m market cap. (our minimum initial investment size), our sweet spot of £250m and below still gives… Read more Outperformance by design: How flexibility sets Stellar apart on AIM

By Phil Kirwan 11th September 2025