Future-Proofing Your Portfolio – Building Stability in an Evolving EconomyFebruary 14, 2025The 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 adaptable, aligned with your goals and positioned to seize new opportunities while managing risk effectively. Continue Reading
Preserving Wealth for Generations – Strategies for High-Net-Worth InvestorsFebruary 14, 2025For 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 potential to benefit you and your family over time. Continue Reading
Preserving Your Wealth – Protecting Your Investments in Volatile MarketsFebruary 14, 2025In 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. Continue Reading
Twin PeaksFebruary 5, 2025Jeremy 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. Continue Reading
Investment Strategy Quarterly – January 2025January 8, 2025Our 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 uncertainty, plus where (and how) there may be economic growth this year. Read all this and more in Investment Strategy Quarterly: 2025 Outlook Continue Reading
Transitioning Wealth From my Business to my Personal InvestmentsDecember 18, 2024As 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 strategies that align with your personal goals and aspirations. Continue Reading
Setting the Foundations for Success in 2025December 18, 2024As 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 Raymond James, Ribble Valley, we believe that careful planning and expert guidance are key to financial clarity and security. Continue Reading
Budget Focus: What it Means for Business OwnersDecember 18, 2024The 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: Continue Reading
Budget focus: What it Means For YouDecember 18, 2024Chancellor 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. Continue Reading
Will Syria trouble markets?December 13, 2024The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil markets? Continue Reading
Future-Proofing Your Portfolio – Building Stability in an Evolving Economy February 14, 2025 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 adaptable, aligned with your goals and positioned to seize new opportunities while managing risk effectively. Continue Reading
Preserving Wealth for Generations – Strategies for High-Net-Worth Investors February 14, 2025 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 potential to benefit you and your family over time. Continue Reading
Preserving Your Wealth – Protecting Your Investments in Volatile Markets February 14, 2025 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. Continue Reading
Twin Peaks February 5, 2025 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. Continue Reading
Investment Strategy Quarterly – January 2025 January 8, 2025 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 uncertainty, plus where (and how) there may be economic growth this year. Read all this and more in Investment Strategy Quarterly: 2025 Outlook Continue Reading
Transitioning Wealth From my Business to my Personal Investments December 18, 2024 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 strategies that align with your personal goals and aspirations. Continue Reading
Setting the Foundations for Success in 2025 December 18, 2024 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 Raymond James, Ribble Valley, we believe that careful planning and expert guidance are key to financial clarity and security. Continue Reading
Budget Focus: What it Means for Business Owners December 18, 2024 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: Continue Reading
Budget focus: What it Means For You December 18, 2024 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. Continue Reading
Will Syria trouble markets? December 13, 2024 The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil markets? Continue Reading