Please see our most recent views on the outlook for the global economy and investment markets.  We are in an interesting time where the dysfunctional relationship between the US and China is at the centre of our thinking. This quarter’s piece is quite technical, so for the non-professionals, we suggest opening our Investment Glossary which ...

The chances that you have heard of Artificial Intelligence, more commonly known as AI, are high. Whether you have been closely following the development of AI through news articles or heard the words floating around your work office, you have most likely heard about it. What is interesting is that this powerful piece of technology ...

We’re the first to admit that pensions aren’t the most thrilling of topics, but we wouldn’t be doing our jobs properly if we didn’t work to educate our clients on the importance of saving for their future retirement. A survey published by the personal finance comparison website Finder in October 2018 found that 35% of ...

Many of you, including myself, are aware of how difficult it is for first time buyers to get on the property ladder. If you are fortunate enough to have won the lottery, then your worries are over. However, the vast majority of us will have to do it in the normal way- by squirrelling away ...

When considering my placement applications, the fundamental characteristics I was seeking included a fast-paced environment, some exposure to portfolio management, financial advisory and opportunities for interaction with clients. As a result, Wealth Management was my predominant interest. FP Wealth Management became my first choice due to their emphasis on career progression and responsibility. It was ...

Here is the output from our July Investment Strategy Committee meeting where we set out our asset allocation views for the next period. We apologise for the technical nature of some of the commentary but hope there is something there for everyone.  If any of the terms used are unfamiliar, please refer to out Glossary ...

Many advisers will discuss with clients the importance of having an up to date will to ensure that their affairs are taken care of after their death; but one area that is often overlooked is considering the possibility that one day that client may no longer able to manage those affairs during their lifetime. As ...