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Every six months we create News & Views to give you all the latest insights from our wealth management experts, including our thoughts on the broader economic and investment market landscape and financial planning matters.

News & Views - Time for contemplation

This edition of News & Views comes at a time of unprecedented change affecting everyone globally, not just the markets. During this difficult time, the long-term wellbeing of you, our clients, is our top priority. In this edition, we answer your questions on the current crisis and stay positive, with articles from our investment and wealth experts. Deputy CIO, Richard Champion helps to remind us that all is not entirely bleak in the UK, while our  Head of UK Financial Planning, David Goodfellow explains how cash flow planning can help to secure your financial future and why now is the ideal time to review your plans. Our Head of ESG Investments, Patrick Thomas looks at how we can all help to invest in a cleaner future and how ESG should weather the COVID-19 crisis we currently find ourselves in.

The world is changing daily, so what we say today may change tomorrow. However, we will do our utmost to continue providing you with the updates you need, as often as you need them, in the way that suits you best – whether it’s by phone, email, video or on our website.

We believe it is vital for you to be in touch with our investment experts. They can give you their view of what is happening in the markets, and let you know about the actions we are taking as a result.

News & Views

Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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Keep calm and carry on

Our Deputy CIO, Richard Champion shares why UK companies large and small can offer excellent investment opportunities. 

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COVID-19 market update

We know this is an unsettling time for our clients, as it is for everyone. That’s why it is more important than ever for us to be by your side and keeping you informed. We want to ensure you have direct access to our experts, whether by phone, email, video or our website.

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Download News & Views

  • Why we are still positive about the future
  • Answering your questions on COVID-19
  • The ideal time to review your financial plans

Recent editions:

Signs of the times - pointing you in the right direction in this uncertain world

Wealth in progress  – How changes in culture and attitudes affect company performance

Catch the right waves – Helping you negotiate the ebbs and flows of world markets

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The articles in News & Views are not to be treated as specific advice. They have no regard for the specific investment objectives, financial situation or needs of any specific person or entity. Investors should make their own investment decisions based upon their own financial objectives and resources and, if in any doubt should seek specific advice from an investment adviser.

News & Views is a marketing communication under the FCA, GFSC, JFSC and IOM FSA rules. It has not been prepared in accordance with the legal requirement designed to promote the independence of investment research and we are therefore not subject to any prohibition on dealing ahead of its dissemination.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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