WHIreland has taken the next step in enhancing its offering by selecting Intelliflo’s Intelligent Office solution for its wealth planning team. WH Ireland Wealth Planning provide tailored independent financial planning…
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Paul Feeney, chief executive of Old Mutual Wealth recently talked about ‘Generation X’ and how they are delaying planning for retirement. Through YouGov they had conducted a survey of 30-45…
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Further to our announcement in the last issue of Investor Insights, we have entered into a partnership with SEI Investments Europe Limited (“SEI”) for the provision of Custody and Clearing…
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Terry Lewis, Head of our Cardiff office speaks to Citywire Wealth Manager as part of their Office Spotlight series. Read more here.
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We are proud to announce that we have been named ‘Wealth Management Firm of the Year’ in the recent Finance Monthly Global Awards. We have also been awarded the ‘Best Balanced Portfolio’ category and shortlisted…
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We have seen currency markets taking on even greater significance over the quarter. Of all developed regions, the UK saw the best returns with the UK top 100 companies moving…
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United States of America Interest rates were kept on hold in September but we view a rate rise in December as likely. The jobs market is showing signs of strength…
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In a broad sense, indices are used to measure performance of the stock market and by extension the economy. They can also be used to construct index portfolios such as…
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Following the Conservative party conference infrastructure spending is back in focus.
Chancellor Phillip Hammond has outlined tight control on regular spending but is targeting greater infrastructure spending to reignite economic…
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