Congratulations to our Head of Investment Management Paul Surguy who has been named in Wealth Manager Top 100 which recognises the UK’s top fund selectors. Since joining us in January … Read More
Diversification is Key
The optimum risk and return balance Diversity is a hot topic at the moment, and rightly so. It is crucial for many aspects of life, from society to your vegetable … Read More
Planning for succession
How you will ‘slice up your wealth pie?’ There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing … Read More
The only certainty is continued uncertainty
Last week was a relatively quiet one for markets, with global equities ending 0.4% lower in local currency terms. Coming weeks, however, look set to be a rather more lively … Read More
State Pension age rises
How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension … Read More
Deal or No Deal
Global equities overall ended last week little changed but this concealed significant differences in performance between regions. Chinese stocks rose 2.6% in sterling terms while the US gained 0.7% and … Read More
Thinking Ahead
How our retirement plans may change in response to the coronavirus pandemic The coronavirus (COVID-19) pandemic has touched virtually every aspect of our lives and is having a widespread impact … Read More
Investing during retirement
Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to … Read More
How sustainable is your portfolio?
Increased investor focus on environmental, social and governance considerations Environmental, social, and governance (ESG) issues continue to be a priority for many investors. Your values define you. But do your … Read More
Bouncing back
Last week was a surprisingly good week for equity markets. Global equities gained as much as 3.4% in local currency terms and have now recovered the bulk of their losses … Read More
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