With UK interest rates having fallen to a record low of 0.25%, it is becoming increasingly challenging for investors to secure a consistent level of income on their savings.
Bonds…
Read more →
WHIreland continues to strengthen its position as one of the Island’s fastest growing wealth management businesses with recently appointed Assistant Portfolio Manager Lee Branston gaining his ‘Statement of Professional Standing’…
Read more →
The 2016/17 tax year ends on the 5 April 2017, if you have not fully considered your options to get the most of tax planning options available to you, it’s…
Read more →
Fixed Interest
The fixed income market has benefited from a flight to safety over the month. Government bonds remained in demand in the UK, Switzerland and Germany where two year…
Read more →
February 2017 records President Donald Trump’s first full calendar month in office and the so-called Trump Rally continues with a 3.97% gain on the S&P 500. The month has also…
Read more →
Emerging Markets have gotten off to a great start in 2017, with the MSCI Emerging Market index rising 8.5% for sterling investors. Despite the rise, there are still concerns over…
Read more →
United Kingdom
Both the UK top 100 and all UK shares indices posted solid returns over the month with 3.09% and 3.12% respectively. With around three quarters of the UK…
Read more →
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 →
Our Poole office recently took part in Citywire Wealth Manager’s ‘Office Spotlight’ series.
Read more here Read more →