Emerging Markets
With emerging market stocks having fallen almost 7% since President Elect Donald Trump won the US election, a number of fund managers are bullish for the region’s 2017…
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We recently held an evening of wine and cheese tasting at Bordeaux Quay in Bristol, which was an opportunity for intermediaries to meet members of our Bristol team and enjoy…
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Our Poole office team were delighted to support the local Canford Cliffs Community with their Festive Lights switch on 9th December.
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Philip Hammond’s first Autumn Statement on Wednesday 23 November will also be his last.
In 2017 there will be a Spring Budget followed by an Autumn Budget. In early 2018…
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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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