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find a wealth manager

How to find a wealth manager

  Find a wealth manager to suit your needs Before starting the process to find a suitable wealth manager, it may be wise to consider the main reasons why you need an investment professional to manage your portfolio. Potential answers…

Market Update - The Rough & The Smooth

Investment Update - 1st February 2026 Market Overview The closing months of 2025 offered a striking reminder of how financial markets often behave in ways that feel counterintuitive. Political tension, lingering inflation concerns, a…

Market Update - Caution & Recalibration

Investment Update - 1st November 2025 Market Overview In the third quarter of 2025, following a period of steady global economic growth buoyed by robust consumer demand and resilient labour markets in the US, new economic data suggested…
Climbing

Market Update - Climbing the wall of worry

Investment Update - 1st May 2025 Market Overview The second quarter of 2025 provided investors with a vivid illustration of markets' ability to "climb a wall of worry."  Despite a geopolitical landscape characterised by some of the…

Market Update - A Changing World Order

Investment Update - 1st May 2025 A Changing World Order The first quarter of 2025 will be remembered as a period of profound transition.  In global markets, the old certainties of US market leadership were upended, and the need for…

Market Update - Trump's Tariffs

Investment Update - 7th April 2025   Liberation Day - Trump’s Tariff Offensive On Wednesday last week, US President Trump announced a range of tariffs aimed at trading partners across the globe.  The tariffs are supposedly intended…

Market Update - Fourth Quarter 2024

Investment Update - 28th February 2024 The UK Autumn Budget Considering the final quarter of 2024, and the year as a whole, one theme stands out: the remarkable resilience of financial markets in the face of significant headwinds.  A widely…

Market Update - The US Election & The UK Autumn Budget

Investment Update - 6th November 2024 The UK Autumn Budget The impact of the chancellor's budget on individuals' and companies' taxes has been well documented, and necessitates careful planning.  In terms of financial markets, although…

Market Update - Where Next?

Investment Update - 31st October 2024 Market Overview The third quarter of 2024 saw dramatic swings in markets but ultimately ended the period with positive performance across most asset classes, with both global equities and fixed income…
FT Adviser Article Paul Denley

FT Adviser Article

FT Adviser Article - 16th August 2024 'The great wealth transfer' Click HERE to read the FT Adviser Article Next Article

Market Update - Plain Sailing

Investment Update - 1st August 2024 Market Overview The second quarter of 2024 saw global markets continue their positive momentum from earlier in the year, albeit with some moderation. Major equity indices made modest gains, with the MSCI…