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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…

The Express

13th April 2026 'Key gold update as price 'pulls back' in Iran war' Click HERE to read the Express Article Next Article

Market Brief - The Presidential Cycle

Investment Update - 10th April 2026 Market Brief A brief comment on the presidential cycle. Cautionary note: This kind of analysis can provide a useful route map for understanding market cycles, but, as ever, there is no crystal ball.  The…

Professional Adviser

8th April 2026 'Advisers on gold: 'Lost some of its shine but there's still a case to hold it' Click HERE to read the Professional Adviser Article Next Article

Market Brief - The War in Iran

Investment Update - 13th March 2026 Market Brief As the situation involving Iran develops, investors may be feeling anxious about their portfolios.  Without diminishing the human tragedy of conflict, the headlines regarding oil, gas,…

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 2025 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…