Fixed Interest
The market continued to believe that inflation is set to rise following the success of Donald Trump in the US election, keeping bond markets under pressure. The US…
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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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