Life-changing cover, for life-changing events The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The diagnosis of a serious illness … Read More
Investment Outlook Q4
SUMMARY The pace of the global recovery has slowed following the initial sharp bounce The surge in coronavirus infections and new lockdowns suggest renewed declines in GDP in the UK … Read More
Biden and Vaccines – a potent combination
Global equities bounced close to 7% last week, more than reversing their 5% decline the previous week. They opened up another 1.5% this morning and were testing their all-time highs … Read More
Winter Economy Plan highlights
What you need to know about the Chancellor’s announcement At the end of September, Chancellor Rishi Sunak announced a new Winter Economy Plan, with new measures to support businesses and … Read More
There is no certainty but more uncertainty
We generally do our best not to repeat a title we’ve used recently but this one from a couple of weeks ago seems more apposite than ever. At the time … Read More
Lockdown 2.0
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