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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…

Vantage Points - The Unstoppable B Corp Movement

The Unstoppable B Corp Movement - 11th February 2022 ‘Business should be used as a force for good.’ That is the mission statement of B Labs, a non-profit network headquartered in a quiet suburb of Philadelphia which is slowly changing the…

Company News

Oakham Achieves B Corp Status - 25th January 2022 B Corps are companies that have met certain standards of social and environmental performance, accountability, and transparency.  A key concept is to balance the needs of all stakeholders rather…

Vantage Points

Can we save the planet by getting men to invest more like women? - 8th December 2021 Evidence shows women are better investors and more committed to sustainable investing, so is it time we all applied some intuition? It is a principle widely…

Market Update

Investment Update - 19th November 2021 Overview Equity markets rallied at the start of the third quarter, but faltered toward the end, as economic risks increased.  In the US and UK, although economic activity continued to expand, with…

Vantage Points

The COP26 moment of truth - 3rd November 2021   Just in case you missed it, the meeting of world leaders at COP26 in Glasgow – not to mention the rash of governmental announcements that are accompanying it – points to one massive,…

Market Update

Investment Update - 24th September 2021 Overview The pandemic caused a sharp downturn in 2020, but now the world is experiencing a somewhat unusual boom. Global economic growth has returned, and the initial market bounce, which was focused…

Market Update

Investment Update - 11th June 2021 What a difference a year makes.  2020 was a year of distortions in global markets, and wild swings in sentiment, from panic to euphoria.  In 2021, although many distortions persist, there are signs of a return…

Market Update

Investment Update - 24th February 2021 A year of extremes 2020 was a year of extremes, in markets, economics, and politics. The coronavirus rapidly evolved into a pandemic, which in turn caused a global economic crisis, and policymakers were…

Market Update

Investment Update - 6th November 2020 The global economy and markets Since our last update, it is fair to say that the investment environment has not changed significantly for the major economies and markets around the world.  Governments…

Market Update

Investment Update - 15th June 2020 The global economy Only a few months ago, the prospect of a global pandemic was not a serious threat, and the world had relatively little knowledge about coronavirus. Now, with immense global resources…