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15 Years Exceptional Service

An open, transparent investment process that has continually evolved: Risk profiles to meet all clients' needs Proven skills in strategic & tactical positioning of asset allocation Robust…

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The World In A Week – Pavlov’s Dogs

Last week gave us nothing new to ruminate on; it was a week of recycling the same political stories of trade deals, impeachments and elections. The stock markets around the world reacted favourably…

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The World In A Week – Never A Dull Moment

While violent clashes and political rhetoric filled the airwaves last week, markets were considerably more sedate. The Pound Sterling rose against all major global currencies. It appears the markets…

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We’ve been at it for 15 years!

We developed our investment range over the years to include Active, Enhanced Passive, Income and Ethical portfolios, together with Multi-Asset Blend Funds Our CIO has been with us since inception…

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The World In A Week – Is This The Beginning Of The End?

The election machines for the main political parties rolled into action last week, and with just 31 days until the general election, politicians are keen to get their messages across, while taking…

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The World In A Week – The New Boss, Same As The Old Boss?

It was a relatively sedate week in financial markets, as Sterling strengthened against most major global currencies. Equities were up slightly in GBP terms, while Fixed Income also rose by +0.25% in…

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The World In A Week – On, and On and On…

Brexit shenanigans dominated the headlines last week as the UK’s departure from the EU drags on, and on, and on. While Prime Minister Johnson eventually reached a majority agreement, it failed to go…

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The World In A Week – Nine Lives

Another week where politics dominated the markets.  It started with news that the US and China had reached a ‘phase one’ trade agreement, which boils down to being a truce.  For the time being the US…

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The World In A Week – Inching Towards A Deal

It was a rather lively week in financial markets, from the perspective of a UK-based investor. Sterling strengthened considerably against all major currencies, as markets anticipated a break-through…

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The World In A Week – Elephant In The Room

Last week, ISM data was released, this is a measure of new orders, production, employment, supplier deliveries and inventories; in essence, a measure of productivity. The key number to be cognisant…

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The World In A Week – Getting Our Priorities Straight

The UK Supreme Court ruled that the prorogation of Parliament by Boris Johnson was unlawful, which resulted in a swift restarting of Parliament last week. It would appear the battling forces within…

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The World In A Week – Judgement Day

Geopolitical tensions escalated last week following the attack on Saudi Arabia’s oil production facilities. It has been estimated that the attack destroyed c.50% of Saudi production, although there…

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