Global equities took a tumble last week, losing 5.0% in local currency terms. This left markets down some 7% from their early September high but still leaves them up some … Read More
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
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