OUR proposition IS SIMPLE

Make it easier for people to invest with confidence, by leveraging our comprehensive ecosystem of investment professionals underpinned by our extensive investment knowledge and local market presence.

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SIMPLICITY

The ecosystem we bring to the table is a blend of pedigree and performance. Making investing easier for clients while at the same time removing the growing complexity of investment management for you.

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ADDING VALUE

We are a group of industry experts with extensive local market experience who intimately understand the challenges your customers face. We’ve dealt with them for over twenty years and are well accustomed to addressing client insecurities. This allows us to add real value to your client offering.

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PROTECTING YOU

By leaving it to the experts you insulate your firm from the challenges and emotions that surround investing.

Latest Insights

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19 - Jul - 2021
Hot Stuff

In contrast to the weather, some of the heat came off equity markets as they edged down last week and have also opened some 2% lower today. This weakness is most likely to be down to worries that the rapid spread of the Delta variant may slow the economic rebound.

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12 - Jul - 2021
BOND MAD

There was only one real focus for UK, or should I say English, investors last week and I will do my best to avoid any mention of it. That said, bonds did their very best to compete for attention, with 10-year US Treasury yields falling as much as 0.20% by mid-week.

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05 - Jul - 2021
IS GOLDILOCKS BACK?

Global equities put in another solid performance last week, gaining 0.7% in local currency terms. They have now gained 2.4% over the last month and are up as much as 14.6% year-to-date.  In sterling terms, equities are up a rather stronger 4.3% over the month but somewhat weaker 12.4% since the start of the year.

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28 - Jun - 2021
BACK ON TOP IN JUNE

Global equity markets put in a robust performance last week, gaining 2.0% in local currency terms with the US leading the way. Despite June normally being the weakest month of the year, equities have resumed their upward course after a pause in May.

We’re ready to help you plan for a better future.

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