Key markets at a glance – 1 January 2017 to 31 March 2017
United States of America The US Federal Reserve (Fed) raised interest rates for the second time… Read more →
As of mid May our new secure online client portal will provide enhanced and flexible reporting options, a secure online document library and a messaging service. The new service will…
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In our October issue, we discussed the concept of a benchmark. We observed that due to inherent biases, there is no such thing as a perfect benchmark.
They can, however,…
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We are proud to announce that we have been awarded the 2017 Suggestus 3D Award from ARC (Asset Risk Consultants), as well as being named ‘finalist’ within the ‘Investment Performance…
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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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