News and Blog

Portfolio Performance

Portfolio Performance Given the difficult investment climate, we have been pleased with the performance of our model portfolios over the last year. Each portfolio has

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The Search for Income

We have found that clients are putting increasing emphasis on their income requirements. The search for yield has become more important due to very low

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Investment Trusts

What kind of trends have you seen in the investment trust market presently? In 2015, the majority of investment trust IPOs have been strategies which

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SIFA News and Views

Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.  

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China’s Troubles

For many years the ease of development of already advanced industrial methods meant high levels of output led growth. Many anticipated this growth path would

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The Great Fall of China

Investors have been nervous about the slowdown in China’s economy for some time, however, in the last week, this has become a reality for global markets which have experienced a very sharp sell-off.

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New Discretionary Investment Management Service

We are delighted to announce that the FCA has approved a variation of our regulatory permissions, so from today we are able to offer clients a discretionary investment management service in addition to investment advice on an advisory basis.

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