News & Update

With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments....

The global financial landscape is constantly evolving, shaped by economic shifts, technological advancements and changing investor sentiment. As uncertainty continues to be a defining feature of markets, ensuring your investment strategy is built for long-term resilience has never been more important. In this blog, we explore how to future-proof your portfolio, allowing it to remain...

For high-net-worth individuals, wealth management goes beyond market performance - it’s about long-term preservation and ensuring assets are structured efficiently for future generations. Market volatility, changing tax policies and economic uncertainty all pose risks to wealth accumulation. However, with a well-considered approach, you can take steps to help safeguard what you’ve built and support its...

In an increasingly uncertain financial climate, maintaining confidence in your investment strategy is more important than ever. Market volatility can understandably raise concerns about protecting the assets you’ve worked hard to build. The key to navigating these challenges lies in a carefully considered, diversified approach that prioritises resilience and long-term stability....

Jeremy Batstone-Carr, Raymond James European Strategist, takes a deep dive into some of last month’s destabilising activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the technology sector generated by China’s norm-busting AI model, DeepSeek....

Our first Investment Strategy Quarterly of 2025 brings insight and opinion including 10 themes to watch out for in the US this year, what we think we might expect from Trump 2.0, potential effects on the energy market as focus moves from geopolitics to the electric grid, what we know (and don’t know) about...

As a business owner, you've worked hard to build a successful business. But as your business grows or nears a transition, the question arises: how can you effectively move wealth from your business into personal investments to secure your financial future? At Raymond James, Ribble Valley, we help business owners navigate this complex process with tailored...

As the year draws to a close, many of us turn our thoughts to the future - what we want to achieve, how we can improve, and the steps needed to progress toward our goals. For those seeking a secure financial future, the foundations you lay now will shape the successes of 2025 and beyond. At...

The recent Autumn Budget introduced by Labour Chancellor Rachel Reeves has significant implications for UK business owners. In our latest blog we discuss some of the key measures and how this impacts on business owners:...

Chancellor Rachel Reeves' Autumn Budget 2024 introduced significant fiscal changes aimed at addressing some of the UK's economic challenges. These measures have notable implications for individuals, especially high-net-worth individuals (HNWIs). In our latest blog we discuss how they might affect you....