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Category: Wealth Management News
Posted on 15 Apr 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update: 15 April 2020
Equity markets continued to recover during the week, led by the US (S&P 500 Index) which rose 3.5%. Although the rally in the US has involved all industry sectors, that market…
Posted on 14 Apr 2020
Global Market Insights: March 2020
World markets summary: March saw equity markets close well off their lows, hit earlier in the month as investors adjusted to an economic landscape transformed by the spread of COVID-19…
Posted on 08 Apr 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update: 8 April 2020
The strong rally in equities that began on 24 March continued through the week as the number of COVID-19 deaths in Spain and Italy appeared to slow, and as investors…
Posted on 01 Apr 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update: 1 April 2020
The week to Tuesday’s close saw equity markets continue their recovery from March’s lows, led by the US S&P 500 Index which saw a gain of 4.4%. Closer to home…
Posted on 25 Mar 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update – 25 March 2020
Financial markets endured a volatile week as investors sought to reconcile the short-term damage to economic activity caused by countries going into lockdown with the unparalleled scale of government support…
Posted on 24 Mar 2020
by Peter Michaelis Head of Sustainable Investment Liontrust Asset Management
The demand for sustainable investing
Demand for sustainable investing is growing as an increasing number of people care about how they make their money as well as how much money they make. This has been…
Posted on 23 Mar 2020
by Jonathan Anderson Independent Wealth Planner, London
Save up to 50% in tax by putting life cover on your company’s expenses
A relevant life policy can result in significant savings for company directors looking to take out life insurance, however without financial guidance and advice, many directors and business owners are…
Posted on
Eight reasons why getting your tax planning in order is a good idea
This time of year is the perfect time to think about the many tax allowances, exemptions, and reliefs that may be available to you before the end of the tax…
Posted on 22 Mar 2020
Reminder: fee collections
*For Managed Advisory & Execution Only clients Following feedback, we are changing the way we collect our fees so that we can simplify the process and make things easier for…
Posted on 20 Mar 2020
by Tom Senior Director at Classic, Vintage & Sport Car Finance
Using funding to purchase or release equity from your classic car collection
First and foremost, you will have to excuse the use of “man maths”* throughout this article. The reality is that, in theory, it may be better to use saved cash…