We work with private and corporate clients, trusts and charities. In each case helping our client to overcome their financial challenges and reach their goals. The following pages explain more about what we do to help:
I want to invest
I want to invest sustainably
Professional connections
We also work alongside other professionals.
Read more about how we can help you offer more integrated and comprehensive solutions to your clients’ challenges if you are a solicitor, accountant or corporate adviser:
Professional connectionsInsights
Market Overview
29 Nov 2024
Home bias
Market Overview
22 Nov 2024
Nvidia
Market Overview
15 Nov 2024
What could Trump mean for China?
Market Overview
08 Nov 2024
The US Election
Insights
04 Nov 2024
Q3 2024 Market Overview
Market Overview
25 Oct 2024
United Nations Convention on Biological Diversity (CBD COP16)
Market Overview
18 Oct 2024
Taming Inflation
Market Overview
11 Oct 2024
Tit For Tat
Market Overview
04 Oct 2024
From Coal to Clean
Market Overview
27 Sep 2024
Make in India
Market Overview
13 Sep 2024
Global Emissions
Market Overview
06 Sep 2024
Spending on Defending
Market Overview
30 Aug 2024
Tipping the vote
Market Overview
23 Aug 2024
The basics of bonds
Market Overview
16 Aug 2024
Will the tail of the Chinese dragon strike in 2025
Market Overview
09 Aug 2024
The normality of volatility
Market Overview
02 Aug 2024
What’s a medal worth?
Market Overview
26 Jul 2024
The US – Politics v Economics
Market Overview
19 Jul 2024
Japan – Driving Change
Market Overview
12 Jul 2024
Navigating France’s Political Landscape
Insights
10 Jul 2024
Q2 2024 Market Overview
Market Overview
05 Jul 2024
Impact of the Election
Market Overview
28 Jun 2024
The bond market decides
Market Overview
21 Jun 2024
Back on target
Market Overview
14 Jun 2024
The Return of China
Market Overview
07 Jun 2024
The levels of ESG investing
Market Overview
24 May 2024
Meme stocks
Market Overview
10 May 2024
The US market: Running hot
Market Overview
03 May 2024
Dividends go digital
Market Overview
26 Apr 2024
Diversify and conquer, the role of fixed interest
Market Overview
19 Apr 2024
The Small-cap premium
Insights
17 Apr 2024
Q1 2024 MARKET OVERVIEW
Market Overview
12 Apr 2024
Thames Water: drowning in debtÂ
Market Overview
05 Apr 2024
Russia – an economy built on oil and tanks
Market Overview
22 Mar 2024
Planting the seed of stabilisation
Insights
20 Mar 2024
Q4 2023 Market overview
Market Overview
18 Mar 2024
The Looming Shadow: Why higher inflation haunts stock market investors
Market Overview
08 Mar 2024
From neutral to NATO; a security awakening
Market Overview
01 Mar 2024
Healthcare – a theme for the long term
Market Overview
23 Feb 2024
What’s going on in UK property?
Market Overview
16 Feb 2024
UK – Buy the dip
Market Overview
09 Feb 2024
Germany – Looks might be deceiving
Market Overview
02 Feb 2024
US politics in the spotlight – but how does this affect the stock market?
Market Overview
26 Jan 2024
India: A force to be reckoned with
Market Overview
19 Jan 2024
Panic Stations over UK Inflation figures
Market Overview
12 Jan 2024
BYD surpasses Tesla in car sales
Market Overview
05 Jan 2024
Shipping – why does it matter that the Red Sea is shut?
Insights
19 Dec 2023
Q4 2023 MID-QUARTER REVIEW
Insights
19 Dec 2023
Q4 2023 MID-QUARTER REVIEW ESG
Market Overview
12 Dec 2023
Time for the emerging markets comeback?
Market Overview
01 Dec 2023
cop28
Market Overview
27 Nov 2023
The Autumn Statement
Market Overview
17 Nov 2023
A US/China heart to heart
Market Overview
10 Nov 2023
the pivot opportunity
Market Overview
03 Nov 2023
Japan’s fiscal package
Market Overview
27 Oct 2023
The case for high yield
Market Overview
20 Oct 2023
Netflix & Microsoft
Insights
17 Oct 2023
Q3 2023 Market overview
Market Overview
13 Oct 2023
European policy
Insights
10 Oct 2023
Q3 2023 Review Core
Insights
10 Oct 2023
Q3 2023 Review ESG
Market Overview
06 Oct 2023
US dollar strength
Market Overview
29 Sep 2023
US Government Shutdown
Market Overview
22 Sep 2023
Bank of England pauses
Market Overview
15 Sep 2023
The rise of oil
Market Overview
11 Sep 2023
Macro Positives
Market Overview
01 Sep 2023
Is this finally the Indian Century?
Market Overview
25 Aug 2023
Germany’s slow down
Market Overview
18 Aug 2023
China slips into deflation
Market Overview
11 Aug 2023
US credit rating downgrade
Market Overview
04 Aug 2023
Fixed income is back
Market Overview
28 Jul 2023
Asian Markets
Market Overview
21 Jul 2023
Is inflation fever ending in the US?
Market Overview
14 Jul 2023
Threads: Twitter’s new threat?
Insights
10 Jul 2023
Q2 2023 Market overview
Market Overview
07 Jul 2023
US Large Cap RallyÂ
Market Overview
30 Jun 2023
The opportunity cost of cash savings
Market Overview
26 Jun 2023
Bank of England ramping up rates
Market Overview
19 Jun 2023
UK gilts close to 5%
Insights
15 Jun 2023
Q2 2023 MID-QUARTER REVIEW ESG
Insights
15 Jun 2023
Q2 2023 MID-QUARTER REVIEW CORE
Market Overview
12 Jun 2023
Japan’s rally
Market Overview
30 May 2023
The Green Deal Industrial Plan
In the press
19 May 2023
Equity release mortgage sales jump 28% to hit £5.2 billion in 2022
Market Overview
19 May 2023
Is the crypto rush over?
In the press
15 May 2023
£233bn stuck in zero-interest accounts as pressure grows on banks to improve advice
Market Overview
03 May 2023
US debt ceiling
Insights
26 Apr 2023
Q1 2023 Market overview
Market Overview
24 Apr 2023
UK inflation in 2023
Market Overview
17 Apr 2023
8 trends shaping the future of our healthcare system
Market Overview
06 Apr 2023
A brief look at Q1 2023
Market Overview
31 Mar 2023
Diversifying returns
Market Overview
31 Mar 2023
Swiss regulators changing the game
Market Overview
20 Mar 2023
Silicon Valley Bank Collapse
Insights
13 Mar 2023
Q1 2023 MID-QUARTER REVIEW CORE
Insights
13 Mar 2023
Q1 2023 MID-QUARTER REVIEW ESG
Market Overview
10 Mar 2023
The Bond Opportunity
Market Overview
08 Mar 2023
America’s property market
Market Overview
27 Feb 2023
Cybersecurity in 2023
Market Overview
21 Feb 2023
FTSE 100 breaking through 8,000
Insights
21 Feb 2023
Q4 2022 MARKET OVERVIEW
Market Overview
13 Feb 2023
A positive outlook for rates?
Market Overview
07 Feb 2023
Spotlight on Investment Trusts
Market Overview
30 Jan 2023
Year of the Rabbit
Market Overview
23 Jan 2023
Japan’s monetary policy
Market Overview
16 Jan 2023