Our Blog
8-Feb-2012 | |
Even though the investment itself may be high risk, including up to 20% of private equity and venture capital in a portfolio has been shown to provide a significant improvement in the overall risk profile and performance of the portfolio. | |
7-Feb-2012 | |
The stockmarkets of the world have done well so far in 2012. Equities are cheap relative to bonds in the US and the UK, and company earnings are growing. | |
30-Jan-2012 | |
Alpha Generators seminar by fund managers from Neptune, F&C Thames River, BlackRock and Martin Currie | |
16-Jan-2012 | |
No doubt Michael Flanders would have written an entertaining song about what is going on in the Eurozone. Stephanie Flanders didn't exactly have us dancing in the aisles. | |
3-Jan-2012 | |
The Solicitors Regulation Authority (SRA) begins processing applications for Alternative Business Structures (ABS) today. | |
22-Dec-2011 | |
Venture Capital Trusts offer attractive tax benefits - 30% tax credit on contributions up to £200,000, and tax free dividends and capital gains. | |
8-Dec-2011 | |
The FSA has fined Integrated Financial Arrangements plc (Transact) for failings in relation to its protection of client money between 2001 and 2010. | |
28-Nov-2011 | |
After a bad week in the stockmarket, up today. Eventually the mood will change, and when it does there could be a significant rebound in the stockmarket. | |
25-Nov-2011 | |
De la Rue said on Tuesday that it was keeping a close watch on the eurozone crisis, which could create opportunities - they print banknotes! Mitie benefits from outsourcing trend, and ICAP warns of falling activity levels. | |
24-Nov-2011 | |
Seminar to our clients in King's Lynn, given by Paul Wharton, Chief UK Investment Strategist, Deutsche Bank Private Wealth Management | |
18-Nov-2011 | |
Chemring shares down nearly 13% on profits warning today | |
17-Nov-2011 | |
Synthetic ETFs gain their exposure using derivative contracts such as total return swaps, which they negotiate with third party investment banks or counterparties. | |
15-Nov-2011 | |
Interims from Dairy Crest and Land Securities indicate resilience | |
9-Nov-2011 | |
We have become so obsessed with the eurozone and the inner workings of the bond market that we have forgotten about the good results many companies are reporting | |
7-Nov-2011 | |
George Osborne will make his autumn statement on 29 November. | |
7-Nov-2011 | |
Annuity rates are at all time lows, making it very difficult for people retiring now | |
4-Nov-2011 | |
Structured products for volatile times | |
2-Nov-2011 | |
Until a redemption date of 2027 the real yields from index-linked gilts are negative. | |
2-Nov-2011 | |
The Junior ISA has been launched from 1 November. | |
14-Sep-2011 | |
You do not have to take a pension from your existing provider. The Open Market Option (OMO) allows you to access the whole market and obtain the best annuity rates available. The difference between the lowest and highest annuity rates can be as much as 50% additional income. | |
22-Aug-2011 | |
Given the terrible performance of the stockmarket recently,while many of us were trying to have a holiday, you are likely to be wondering where next for the markets and your investments. The following is a brief update with our views on the markets. You can find more on our website in the News section. | |
9-Aug-2011 | |
The FTSE100 index has fallen back to where it was in August last year. On most measures it now looks extremely cheap, and for those able to take a medium to long term view this is a fantastic buying opportunity. It certainly is not a moment to capitulate and sell equities. | |
29-Jul-2011 | |
The report by a commission chaired by Andrew Dilnot recommends raising the means test ceiling from £23,250 to £100,000. | |
25-Jul-2011 | |
The main risk at the moment is the US debt ceiling, which could cause a technical default if politicians cannot reach agreement on raising it. Overall, it is very difficult to predict where next for the markets. | |
22-Jul-2011 | |
Public sector pensions have been in the news recently, so we have reviewed the teachers' pension, and will follow with more on how other public sector schemes work | |