Like many of our clients we are captivated and challenged by a variety of topics and themes. As this is an exciting time of year for all readers we would like to share some of the books we hope to find in our Christmas stockings in 2018.

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From the Paris Frontline as China Comes West

I witnessed at first hand the good and the bad of the changing global economy in Paris on Friday and Saturday. The good being the message from the fourth annual Silk Road Forum to which I was invited.

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When Should You Change Your Risk Level?

When we think about investing it is useful to think about it in terms of risk – how much we should take, and how much can we afford to take to reach our goals. Therefore, it is relevant to ask, how actively should we change our risk level to respond to events or economic news?

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Economic Update

It is a fast-moving political landscape. At the weekend world leaders met at the G20 in Buenos Aires. The most notable takeaway for the world economy and the markets was news of a productive meeting between Presidents Trump and Xi. This has put a halt to any new year escalation of the trade war, with previously announced hikes in tariffs now being put on hold.

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How to Live Comfortably for Longer

The chances are, you will live longer than your ancestors. Potentially, much longer. This is most likely a good thing – but how do you ensure you don’t run out of money?

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Anything that makes personal finance easier is a bonus. A helpful way of thinking about our assets is to manage them across three hypothetical pots.

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Economic Update

The UK faces escalating political and policy uncertainty at a time when the economy is already slowing and thus vulnerable. Although the UK economy grew strongly in Q3 it slowed during the quarter, and weak October retail sales and sluggish monetary growth suggest softness at the start of Q4.

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How a Network Helps Families to Pay Lower Fees

It’s not uncommon for organisations to allow families to club together to earn generous discounts: consider the Network Railcard, National Trust family memberships and the multi-user options on streaming service Netflix. Yet those who want to save or invest as a family have been poorly served by the traditional wealth management industry.

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Six Takeaways from My Visit to China

I spent the first half of last week in Shanghai, having been invited to attend and speak at the first ever China Import Expo Conference. Let me highlight some key takeaways…

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Day in the Life of a Portfolio Manager

A lot goes in to managing money responsibly. A major part of it is ensuring that where we decide to invest stays on track – to help our clients meet their goals for the level of risk that is acceptable to them. Portfolio manager Simon McConnell reviews a typical day.

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