News and Blog

13th November 2015

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 invest […]
12th November 2015

SIFA News and Views

Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.  
7th November 2015

Fee Update

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 24 […]
1st November 2015

Citywire German Discussion

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, issue […]
9th October 2015

Our Investment Commentary for Q3 2015 (1 July – 30 September)

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 economies. […]
28th September 2015

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 continue, […]
15th September 2015

Citywire Income Plus Magazine

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 see […]
25th August 2015

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.
27th July 2015

Is Behavioural Investing a Passive Phenomenon?

There are many factors which drive investors to behave irrationally, such as following the crowd and emotional attachment to an investment decision.

10th July 2015

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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