Paul Surguy Wealth Manager Top 100

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 Paul has already introduced new ways of working, built up the private client team and made improvements to our client proposition, with further plans for developments in 2021.  

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 intake, and of course it applies to your investments too. In fact it is so important that diversification is a key input at all levels of the investment process here … 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 past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your assets can go at your death: to your family and friends, … Read More

The only certainty is continued uncertainty

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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 affair with several key areas of uncertainty being resolved one way or the other, or not. The first major uncertainty and area of concern relates to the second wave of … 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 Age’) is simple. If you have reached your 66th birthday, you can claim it. Otherwise you cannot.

Deal or No Deal

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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 the UK declined 1.5%. This continues a trend very much in evidence already this year – China is up 25% year-to-date while the US up 12% and the UK is … 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 across all aspects of financial life, including retirement plans. As a result, a significant number of people over 50 and in work are potentially considering delaying retirement (15%) by an … 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 save and prepare for your retirement, and now you’ve finally retired. So how should you approach investing now that you’re no longer earning a salary? When it comes to investing … 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 investments reflect who you are? Increasingly investors are urging companies to build ESG considerations into their long-term strategy, bringing it up during engagements and using shareholder proposals to force companies … Read More

Bouncing back

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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 in the recent correction. The latest gains at first sight are puzzling given the shenanigans going on in the White House. Of course, it is possible that markets may simply … Read More