Category: Wealth Management

Market Review September 2019

There was a good feeling sweeping through the equity markets in September as most of the major indices returned positive numbers.  There were no spectacular rises – Japan and South Korea led the way as both markets gained 5% in the month, and a couple of markets barely moved at all, but the news was overwhelmingly positive...

/ 14th October 2019

Market Review August 2019

August is usually quite a quiet month; stuck in the middle of the period that journalists often call “silly season” - a quiet period when there isn’t much to report so there’s more coverage of lighter, perhaps more frivolous stories. Not this year...

/ 12th September 2019

Market Review July 2019

After an exceptionally strong start to the year, financial markets paused for breath in July, with most asset classes delivering muted returns. The Federal Reserve (the Fed) lowered US interest rates for the first time in 11 years, and the European Central Bank (ECB) gave strong hints that an easing package is on the way...

/ 12th August 2019

Market Review June 2019

During June, we have seen much stronger than expected employment numbers in the US, and positive industrial production data from Europe, signalling that the global economy is perhaps in better health than suggested by the negative long-term bond yields in many parts of the western world...

/ 16th July 2019

Building a Diverse Portfolio

Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you...

/ 3rd June 2019

Breaking Up is Hard to Do

Divorce is undoubtedly one of the most difficult subjects to talk about. When relationships come to an end, there are so many things to consider – children, home and support are naturally the first things you would focus on. In fact, when you begin the process of separating a shared life, the sheer number of things to deal with can seem very daunting...

/ 28th May 2019

Market Review April 2019

Markets continued to climb the proverbial wall of worry over April as the S&P 500 was back into record-setting mode, moving past its previous all-time high set back in October 2018...

/ 17th May 2019

Market Review February 2019

February was another month when all the important news seemed to happen in the last week of the month.President Trump met with North Korea’s Kim Jong-un for a second time, only for the talks to break down as the US refused North Korea’s demands for sanctions relief...

/ 11th March 2019

Market Review January 2019

Despite a rocky start over fears of a slowdown in China, world stock markets enjoyed a good month as all major markets were up in January. The positive momentum experienced at the beginning of 2019 is a much needed change of sentiment for the markets which despite the continued global growth expectation (as shown below) was held down by a cloud of negative investor sentiment for much of 2018...

/ 12th February 2019

Market Review December 2018

What were your expectations for December? A quiet wind down to Christmas perhaps? Everyone leaving their offices early, attending various Christmas parties and not much happening in the second half of the month? Nothing could be further from the truth, December was one of the most eventful months of the year...

/ 11th January 2019

Market Review November 2018

November was another unconvincing month for the equity markets with increased volatility as political uncertainty continued to test the markets.  With the month coming to a close there were also some signs that the trade war tensions between the US and China might at least be thawing...

/ 18th December 2018

Wealth Navigator

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference...

/ 4th December 2018

Market Review October 2018

October once again proved to be a difficult month for this aging bull market with the S&P 500 recording 16 down days throughout the month, equalling its worst month run since April 1970...

/ 11th November 2018

Market Review September 2018

This article was originally intended as a review of Q3 2018, however, given the market unrest over the past week and the potentially unsettling headlines that have been written, we will start this article with a summary of recent events and our view on the economy as it stands today...

/ 12th October 2018

Market Review August 2018: August Angst

Since 2008 , August has regularly proved a challenging month for financial markets, this trend continued last month. Investors had to digest the reintroduction of US sanctions against Iran, new tensions between Turkey and the US and a deterioration of trade talks between the US and China...

/ 13th September 2018

Back to the Future

Have you ever thought about writing a letter to yourselfto describe your ideal future life, long-term life goals and the process of how to plan for them? Imagining what you want your life to be like in the long term when you retire can help you think much further ahead than you might ever have done before...

/ 20th August 2018

Market Review July 2018: Is the sun set to shine on the Equity markets?

July was a month where the negative headlines seemed to take a back seat as a wave of positivity and optimism swept the nation; comparisons were being drawn between the recent weather and the scorching summer of 1976, the three lions finally reconnected with the public and Geraint Thomas became the third Briton to win the Tour de France...

/ 7th August 2018

Guide to Inheritance Tax

When we die, we like to imagine that we can pass on our assets to our loved ones so that they can benefit from them. In order for them to benefit fully from your assets, it is important to consider the impact of Inheritance Tax...

/ 30th July 2018

Market Review June 2018: The Rise & Rise of Populism

Populism was once again at the forefront of the political landscape in June with Italy and Germany taking centre stage. This, coupled with Donald Trump’s insatiable desire for the limelight, made June a fairly volatile and unpredictable month in the equity markets...

/ 27th June 2018

Is inflation back? Don’t panic.

Is inflation back? After two years when consumer prices in the UK barely rose, the annual rate of inflation has risen above the Bank of England’s (BoE) target of 2% in 2017. The combination of high inflation and limited wage growth – as well as uncertainty about the terms on which Britain will leave the European union in 2019...

/ 26th June 2018