This quarter we are closer to home with a look at recent events in the Asset Management industry, following news of mergers and acquisitions. Investors may see further consolidation to…
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Our overviews for United States of America, UK, Europe, Japan, Far East and Emerging Markets along with our market weightings at a glance. United States of America As expected, the US…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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