Ensure that you do not miss out on using valuable tax allowances and exemptions available before 5 April.
Your account executive can help you ensure appropriate opportunities to invest tax-efficiently…
Read more →
Following the election of Donald Trump as President, the financial markets have had a wave of optimism, which has seen the US S&P 500 index up 5% from election day…
Read more →
2016 was another volatile year for investors with the UK top 350 companies ranging from a low of 3,089 in February to a high of 3,931 in December, making a…
Read more →
Getting the most out of the available tax allowances and reliefs is a crucial part of your wealth planning. You could save 20%, 40% or even 45% tax on your…
Read more →
Much was made last year of the post Brexit liquidity pressures placed on open ended property funds.
Following the shock result that the UK was to leave the European Union,…
Read more →
2016 saw heightened volatility due to political events which were against most expectations, firstly the UK vote to leave the EU and then the US election.
Investors took the results…
Read more →
In 2016, Cifas – the UK’s fraud prevention service – produced an exploration of the UK’s main fraud trends which identified identity fraud as one of today’s biggest concerns, making…
Read more →
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…
Read more →
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…
Read more →
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…
Read more →