'The Private Investor' archive

This page contains links to an archive of editions of 'The Private Investor' bimonthly magazine published between September 2013 and January 2022. The magazine has been replaced by a monthly Newsletter.


The Private Investor 215 - January 2022 This edition includes: Monitoring investments with Excel A lesson in consumer protection: the ‘Stronger Nudge’ An update on the STAR Share Screens Simplification of inheritance and capital gains taxes – the Treasury responds NFT - non-fungible token - is Collins Dictionary's word of the year Valuation of Northern Rock shares Northern Rock – only a story – or not? Looking ahead: 2022 and beyond Book review of “Built on a Lie” by Owen Walker An update on the Star Share Screens	The Private Investor 214 - October 2021 This edition includes: Simple tests to avoid disasters The dangers of private equity Report on Sharetalk in the south-west A word of thanks to Peter Wilson How I became a quantitative investor Monitoring investments with Excel The good, the bad and the ugly of dual class shares The law and Northern Rock – Everyman‘s guide
The Private Investor 213 - August 2021 This edition includes: Change at the helm of UKSA The onward march of private equity Simple tests to avoid disasters: Due diligence What would restore your trust in audit and corporate governance? The HonestMoneyNow website Protecting an investment portfolio against inflation Northern Rock – a summary Lost in SPACs Capital gains tax simplification: part two Transitioning from Hargreaves Lansdown to Interactive Investor Obituary	The Private Investor 212 - June 2021 This edition includes: Give shares to charity instead of money UKSA & ShareSoc proposal for Capital Gains simplification Dividend update Avoiding scams Helping people into investing – a focus on the problems of the young A challenge to the active management community The FCA’s consultation on “A new consumer duty” A reminder why our Northern Rock Campaign continues to claim back shareholder rights Review of UKSA and Signet Northern Investors Group meeting Capital gains tax simplification Second report Update to a cautionary tale
The Private Investor 211 - April 2021 This edition includes: The impact of capital gains tax on investment decisions The Greensill saga - a purchasing manager’s perspective A reminder why our Northern Rock Campaign continues to claim back shareholder rights Achieving egalitarian capitalism through revolution or evolution? Lifetime ISAs – free money from the Government So what was all the fuss about the US 10-year Treasury Bond yield? In case you missed it	The Private Investor 210 - February 2021 This edition includes: When accounting standards are correct in theory but dangerous in practice Placings and pre-emption: a child’s guide A placing story: Bacanora Lithium Climate investment risk: floods and droughts Capital gains tax simplification: the self-invested savings account The future of corporate reporting Letter to the Editor Update on Northern Rock
The Private Investor 209 - December 2020 UKSA's response to the FCA Call for Input Robo-advice, FRC, Unilever, EU trade deal Consultations How Private Equity executives pay less tax Personal finance 101 advice for children and friends Share analysis blogs for us all Capital gains tax simplification Fossil fuels: invest or engage	The Private Investor 208 - October 2020 Long-term investment returns – are we all being too complacent? Financial promotions – a case study in how not to delegate Update on the STAR Share Screening methods News from the South-West – Victoria plc and ThinkSmart Changing auditors’ responsibility for detecting fraud Think tanks: the quest for truth Savers Take Control update: making sure people understand the truth about expenses Update on London and South East Extreme weather climate investment risk
The Private Investor 207 - August 2020 The Fear Factor might damage our investments Savers Take Control update Latest twist in the Unilever saga Michelmersh Brick Holdings plc Introducing Anastasia Ouzouni Another cautionary tale How did the investment industry get so rich? Ethical investing and the plastics pollution plague The Wirecard debacle The hierarchy of lifetime financial needs	The Private Investor 206 - June 2020 Stock prices relative to dividend changes Build back better Introducing Charles Henderson Fund charges and discounts – a fine dogs’ dinner Inheritance – families at war Fundraisings, share placings and a new service: Primary Bid The price of conscience: analysing ethical performance Improving capitalism for the public good Savers and investors helping each other for free Developing the UKSA experience News from the South-West and Midlands The 2020 AGM season When Genius failed – the rise and fall of Long Term Capital Management Why on earth are we still in lockdown?
The Private Investor 205 - April 2020 UKSA's Hidden Leverage project Audit reforms – evaporating in front of our eyes? Covid-19 and the Law of Unintended Consequences Personal investments at a time of market correction UKSA's Strategic Overview 2020-2023 Covid-19 – Why corporate ethics matter Ethical investing and performance: the price of conscience Reflections on stewardship and the economic shock caused by Coronavirus Financing the future Associate membership ready to launch	The Private Investor 204 - February 2020 Time to engage the voice of the individual in a national debate Calling all UKSA members who hold shares in Sirius Minerals Board changes at UKSA – your opportunity to make a difference Meeting with Sir Ewan Brown Ethical or sustainable investment funds engagement Inheritance tax – More ideas! Changing the world of savings and investment Introducing Anthony Fitzsimmons and Colm Fagan Corporate culture and the share price
The Private Investor 203 - December 2019 Audit and accounting car crashes Structured products - an exposé Deferred shares report and voting trends survey A new approach to shareholder interest organisations Chair of UKSA London & SE Region builds bridges with Chinese delegation Ethical Investing: portfolio tilting and corporate engagement Woodford and Hargreaves Lansdown: locked-in syndrome Alliance Trust Savings – a follow-up report Letter to the editor Book review	The Private Investor 202 - October 2019 Published accounts are consistent with fiction writing Responsible investing – 10 years on Pension freedom Ethical investing approaches: screening and best-in-class Policy round-up – 10 Contracts for difference – a cautionary personal tale of shorting shares Stop-losses, fact or fantasy? Smaller UK-focused markets
The Private Investor 201 - August 2019 Research is the key to successful investing Should investors care about what the regulators are up to? CMA investigation into the Investment Consultancy Market Inheritance tax simplification – second report A short history of ethical investing The future of audit – More light reading Law Commission Intermediated Securities project Buybacks Investment platforms: your views	The Private Investor 200 - June 2019 Accounting for risk Rights issues/open offers Answering the call for shareholder rights Introducing Sustainable “ESG” Investing FRC roundtable discussion on the Future of Corporate Reporting PwC Panel Session on Environmental Reporting A dip into the Spanish market
The Private Investor 199 - April 2019 A new era for UKSA Prudence – a false dawn Unstoppable glacier of Government’s concerted actions? Savers Take Control: a report from the UKSA AGM IFRS Act 2 RBS – signalling the demise of shareholder primacy? Introducing ethical investing MIFID II: focusing on the number of analysts is only half the story The Yield Curve - what is it and why is inversion seen as important?	The Private Investor 198 - February 2019 Brexit and the City The problem with auditing – are procedures flawed or is it incompetence? Eye's Right – A sideways Look Get the minutes! Who guards the guards? – the governance behind International Financial Reporting Standards Sue Milton, UKSA's new director Inheritance Tax Simplification – the first report Membership – the need to grow and flourish Making auditors completely independent
The Private Investor 197 - December 2018 A new chairman and a new director for UKSA Auditing - a piece of cake! To split or not to split – should auditors sell nonaudit services? Persimmon: end in sight after six years of ‘I told you so’ Sale of Alliance Trust Savings Update on UKSA/ShareSoc	The Private Investor 196 - October 2018 Auditors in the spotlight UKSA visit to PWC FRC papers Accountancy has lost its way Audit Reporting - time to take control Letters to the Editor
The Private Investor 195 - August 2018 Lack of clarity and imprudence – factors to consider Audit – is it fit for purpose? About the Transparency Task Force Current audit practice is valueless London & South-East AGM The investment platforms market – pay attention class! Savers Take Control – an update Letters to the Editor	The Private Investor 194 - June 2018 Reflections Perils of a craft monopoly The scandal behind Beaufort Securities Where next for the corporate governance debate FCA's Financial Lives Survey 2017 Template audits - the gravy train rolls on London's investor scene and financial education
The Private Investor 193 - March 2018 The Colossus Project Northern Rock update Stewardship at Persimmon Carillion and IFRS Why is changing things so hard? Protecting new pensioners Aviva preference shares campaign Savers Take Control – project themes	The Private Investor 192 - January 2018 The end of share ownership? Thinking long term Lifting the Lid on the FRC How to assess risk RBS Shareholder Committee update Investing in newly listed companies Persimmon LTIP hits the media AIM shares competition Share ownership
The Private Investor 191 - November 2017 Editorial – Actionaria Paris London South East is also a website Investment trusts Making tomorrow a better place Croydon and Purley Group Financial Reporting Council Brexit and UK GAAP Letters to the Editor How unbiased are IFAs? UKSA in the regions	The Private Investor 190 - September 2017 Changes at The Private Investor The Strategic Report Executive Pay Bill and Kateřina Johnston What do auditors do all day? Investment trust performance The People’s Trust
The Private Investor 189 - July 2017 FCA Asset Management Market Study To Improve Governance, First Restore Ownership Brexit Bargain Hunting British Cars Post Brexit Young and Co’s Brewery An End to Second Rate Annual Reports	The Private Investor 188 - May 2017 The Rise of Financial Education The Secret of Gambling Refocusing Corporate Reporting UKSA Donation Appeal Transparency Task Force ShareSoc Survey Report The People’s Trust
The Private Investor 187 - March 2017 UKSA/ShareSoc – we need your views FCA’s Investment Market Study – UKSA’s Definitive Analysis Peter Parry on Theresa May’s initiative Roy Colbran’s Investment Trust Analysis – Part 3	The Private Investor 186 - January 2017 UKSA’s Bank of Scotland initiative French companies – a snapshot Great new competition – See inside Investment trusts Part II. Bank Capital CALL FOR VOLUNTEERS!
The Private Investor 185 - November 2016 Lobbying - an appeal Colonialism, Pizzas and Wells Fargo Investment Trusts - Part I No Depreciation without Representation Auditors’ Responsibilities FRC Annual Open Meeting FRC Conference UKSA Branches	The Private Investor 184 - September 2016 - My New Addiction - Membership Survey - AIM Company Reports - The Bankia Scandal - Apple and Other Fruits - Reporting on Corporate Culture - Management and Shareholder Value - Premier Foods - October Events - UKSA Branches
The Private Investor 183 - July 2016 - ShareAction In Berlin - Financial Services Providers – can we talk to them? - Share Buybacks- are they ever justified? - Sources of investment information – who do you believe? - Annual Reports – an opportunity lost? - Brexit and the Car Industry	The Private Investor 182 - May 2016 - Membership Survey - AIM Companies Project - Investment Trust Buy Backs – Yea or Nay – two opposing views - Directors’ Pay – three stunning articles - Visit to BP - Next UKSA Events
The Private Investor 181 - March 2016 - Death of Voting – or is it? - Battle for Pooled Nominee Accounts - Aim Company Directors - EU Audit Directive - Small Cap Investment - Investor Rights for ISAs	The Private Investor 180 - January 2016 - Board Changes and the AGM - AIM Companies examined - Corporate Governance Part II - Christmas at Didmarton - Visit to Airbus UK - The Challenge of Investing - Regional Information
The Private Investor 179 - November 2015 - The London Investor Show – Report - Audit Quality Forum - Corporate Governance - Retail Sector – better avoided? - Non-executive directors	The Private Investor 178 - September 2015 - Is your company viable? - Why I became an UKSA member - Dividend Tax - Dutch Investors - Audit Reports - an information gold mine - Business Models
The Private Investor 177 - July 2015	The Private Investor 176 - May 2015
The Private Investor 175 - March 2015	The Private Investor 174 - January 2015
The Private Investor 173 - November 2014	The Private Investor 172 - September 2014
The Private Investor 171 - July 2014	The Private Investor 170 - May 2014
The Private Investor 169 - March_2014	The Private Investor 168 - January 2014
The Private Investor 167 - November 2013	The Private Investor 166 - September 2013

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