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 … 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

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

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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 … 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

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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 … Read More