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
Matthew Clark
November 20, 2015
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
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
2015 Pensions Freedom – Flexible Access to Pensions Over the last few years, pensions have been subject to significant reform as politicians have grappled with
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
Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.
We have recently reviewed our Client Agreement as part of our commitment to providing a transparent fee structure. Please click here for more details. On
Matthew was asked by Citywire to have a telephone discussion with a German independent financial adviser regarding the different factors influencing financial services (September 2015,
Global markets were extremely volatile this quarter as concerns over China’s slowing economy became more pronounced. The impact was particularly strong on emerging and Asian
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
Matthew was the cover star for Citywire’s New Model Adviser Income Plus magazine issue 6 in September 2015. For more details of the publication, please
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.
There are many factors which drive investors to behave irrationally, such as following the crowd and emotional attachment to an investment decision.