- Section 899 has been struck out of the US One Big Beautiful Bill legislation July 4, 2025 The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion. This article originally appeared in Investment Strategy Quarterly – July 2025. Continue Reading
- Investment Strategy Quarterly – July 2025 July 4, 2025 Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first year in office. Continue Reading
Navigating Market Volatility – Strategies for Effective Investment Growth June 10, 2025 Market volatility is a natural part of the investment landscape. With shifting interest rates, geopolitical tensions and unpredictable global developments, periods of turbulence are to be expected. The key to navigating these conditions lies not in avoiding change but in responding to it with a clear, long-term strategy. Continue Reading
Understanding Risk – Making Informed Investment Decisions June 10, 2025 In an increasingly complex financial landscape, even the most seasoned investors recognise the importance of actively managing risk. Continue Reading
The merry, merry month of May June 2, 2025 Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy. Continue Reading
Exploring Innovation and Leadership in Montreal May 26, 2025 In April, our Branch Principal, Wayne, was proud to attend the Raymond James Global Top 50 Advisors event in Montreal, Canada - a recognition given to just 50 advisors from a network of over 8,800! The event, hosted by Raymond James Financial, brought together industry leaders for a multi-day programme focused on leadership, innovation and the future of client service. Continue Reading
Cashflow Modelling: Looking Beyond the Numbers May 22, 2025 Planning for you and your family’s financial future is a deeply personal journey - one that should be tailored to your unique circumstances, timelines and significant life events. Cashflow modelling plays a key role in shaping a strategy that both supports your immediate needs and your long-term goals. Continue Reading
Why Spring Is the Ideal Time for a Fresh Perspective May 22, 2025 Every year spring arrives with an inherently energising feel. The season brings longer days, brighter skies and a renewed sense of possibility. It’s a natural invitation to pause, reflect and reassess - not just in our personal lives, but in the way we approach our wealth, goals and future direction. Continue Reading
Roses and thorns May 1, 2025 With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy. Continue Reading
Life After Business: Managing Wealth After Exit April 8, 2025 Exiting a business is a significant milestone. One that often comes after years, if not decades, of hard work, dedication and personal investment. While the sale of a business can be both financially rewarding and emotionally complex, it also marks the beginning of a new chapter: managing the wealth you’ve worked so hard to create. Continue Reading
