News & Views

Category: Wealth Management News

Global Market Insights January 2020

World markets summary: After a promising start that saw equity markets continue higher into January, gains were pared back on concerns that the Coronavirus would slow economic growth and reduce…

Why choose a Discretionary Portfolio Manager?

If you are looking to invest your assets a Discretionary Portfolio Manager can make life easier for you by removing the pressure of having to constantly monitor your portfolio, keep…

Global Market Insights December 2019

World markets summary: The final quarter of the year saw equity markets surge to new highs on news that the US and China had agreed terms for a partial settlement…

Global Market Insights November 2019

World markets summary: The momentum in global equity markets continued through November with a return on the FTSE World Index of 2.61% to sterling investors over the month.  It has…

Getting Financial Advice – Why is it worth it investing in an adviser?

Helping you get what you want out of life Financial advice is often viewed as providing solutions to problems, or meeting specific needs. This is part of what it does,…

Getting Financial Advice – You need a plan before you need a product

When it comes to making good financial decisions, the most important thing to do is to get under the skin of your needs, goals and objectives. It might be a…

Global Market Insights October 2019

World markets summary: The positive momentum in global equity markets continued through October as the US Federal Reserve Board cut interest rates again and put in place a program to…

The brave new [Blockchain] world

Question: What is blockchain? Answer: Bitcoin. Well no, but you would be forgiven in thinking that they are the same. After all we do have a history of ‘genericide’ when…

Getting Financial Advice – The need to invest for your future

Beyond protection for you and your family, for many people the next priority is investing for their future, and in particular for their retirement. The state pension provides a relatively…

Getting Financial Advice – The initial steps

There are some financial steps that many of us can probably take ourselves without the need for professional advice, and with just a little research online. For example, writing a…