News Media Section of the Site


News Update June 2021

The Benefits Of Long Term Investing. We all like to think we can time our entry and exit points in the market, but the last 10 years or so clearly demonstrate you never know what is around the corner! Since 2012, we have witnessed the Taper Tantrum of 2013...

Let’s Talk Tax

The keenly awaited budget was announced on Wednesday 3/3/21. An in depth summary of the content is covered in our digital budget guide. Internally we will be reviewing any implications but please feel free to contact us with any questions or queries.

A Post-summer Update

A Post-summer Update As we return from our virtual summer holidays, we thought it would be useful to update you on the state of the market and on how...

How diversification provides less risky returns

How diversification provides less risky returns. Currently the markets are in a state of flux-economic data is appalling but that’s to be expected given that much of the world.....

Superior performance in both falling and rising markets

Superior performance in both falling and rising markets. It’s reasonable to say investment markets have had their fair share of up’s and down’s over recent years....

October Storms

October Storms After a relatively calm September, the financial markets were hit by October storms. Since the 1st October, the main UK and European stock-markets have fallen by 6%...

Small is beautiful when it comes to fund management

Small is beautiful when it comes to fund management. We are repeatedly asked, “How do you manage to provide superior returns to many multi-national institutions offering equivalent portfolios to your own?”.

It’s not just about making money, it’s holding onto it

It’s not just about making money, it’s holding onto it. The recently released BofA Merrill Lynch Global Fund Manager Monthly Survey shows fund managers’ overweight position in global equities at 19%; viewed in isolation this suggests a positive outlook, but this number reflects a fall from 33% the previous month to the lowest weighting in equities since November 2016.

News Update January 2018

Who offers the best wealth management service?... We do of course! The two key ingredients of any wealth management offering are cost and investment performance. Investment specialist David Warren from Charlwood IFA talks us through...