We are proud to announce that we have been awarded the 2017 Suggestus 3D Award from ARC (Asset Risk Consultants).
The 3D Award enables private clients, charities and wealth management…
Read more →
The Nikkei 225 rose 0.47% over the course of February, with the broad Topix index up 0.49% over the same period. The index neared record levels over the course of…
Read more →
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…
Read more →
Our Poole office recently took part in Citywire Wealth Manager’s ‘Office Spotlight’ series.
Read more here Read more →
Yet again Emerging Market economies were influenced by President Trump. His inauguration centred around protectionist rhetoric, “America first” which may well mean Emerging Markets last. Tougher immigration and trade protectionism…
Read more →
The Nikkei 225 fell 2.82% over the course of the month, whilst the broad Topix index fell 2.11% over the same period and the Nikkei 225 neared record levels over…
Read more →
The US market has started 2017 with a positive return on the S&P 500 of 1.9% and a rather flat, albeit volatile performance, for the US dollar against sterling.
The…
Read more →
Fixed Interest
There has been little movement in the US market over the month as long-term expectations of interest rate moves have remained subdued despite an acceleration in US CPI…
Read more →
United Kingdom
From a performance perspective, January could be considered fairly mundane with the UK top 100 companies retreating -0.57% while the broader UK All Share index fared marginally better…
Read more →
As a reminder to clients who have yet to respond, the pack you received requires your urgent attention, as we are requesting your consent to the appointment of SEI as…
Read more →