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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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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WH Ireland Group plc recently issued an announcement regarding a significant change in its shareholder register.
A strategic investment is being made by Kuwaiti European Holdings (KEH Group). KEH is…
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Christy Morrison, Head of Wealth Planning, reviews Inheritance Tax and the new Residential Nil Rate Band. Inheritance Tax (IHT) is the tax levied on your estate when you die. An…
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David Edwards, Head of Charity Services, reviews the termination of the WM Charity Index. State Street’s recent decision to terminate its popular Charity Fund Monitor – or the WM Charity…
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We are delighted to announce that we have entered into an operational outsourcing agreement with SEI Investments (Europe) Limited (SEI) for the provision of custody services to our clients.
SEI…
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