CONTENTS

BUSINESS SUPPORT

37 Defending Data

Fortify your defences against cyber threats and alleviate the potential fallout from an attack .

38 What ’ s on the Event Horizon Virtual and in-person events designed around you .

Firms Under the Hammer

How to exit well , by looking through the eyes of the purchaser .

FINANCIAL TECHNOLOGY

43 Providing you with Access to the Very Best Tech Solutions

The key to ensuring firms have access to the very best technological solutions .

MARKETS & INVESTING

Seven Key Themes for 2024

A look at the investment environment to start 2024 .

48 The Shape of Investments in 2024 Fabian Weisner tells us what will shape investments in 2024 .

50 Seven Considerations when Selecting a Model Portfolio Service How to navigate the diverse landscape of MPS .

52 Time to Get Tactical

A reflection on sources of investment uncertainty and why tactical asset allocation is crucial in the current environment .

54 Navigating Tax-Advantaged Markets in 2024

Is there greater clarity about the future of tax-advantaged investments ?

57 The Gateway to Genuine Diversification A reflection on the importance of genuine diversification .

60 Is Now the Time to Fix Rates for Savers ?

Triple Point take a look at whether now is the last chance for savers to secure a preferential savings rate .

62 SDR and the New Investment Labels Bringing a High Bar to the UK

Will SDR regulations underpin trust in the market for new investors ?

# 10 | SPRING 2024 | 5