Life After Business: Managing Wealth After ExitApril 8, 2025Exiting 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
How Far In Advance Should You Be Planning Your ExitApril 8, 2025For many entrepreneurs, building and growing a business is a lifelong pursuit. However, whether driven by retirement plans, new ventures or personal circumstances, every business owner will eventually face the pivotal question: When should I start planning my exit? Continue Reading
Gearing Up To Sell Your BusinessApril 8, 2025As a business owner, selling your business is one of the most significant decisions you will ever make. Whether you’re planning for retirement, pursuing new ventures or capitalising on growth, preparing your business for sale requires careful strategy, foresight and expert guidance. Continue Reading
Investment Strategy Quarterly – April 2025April 4, 2025The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for Europe and the case for industrial metals. Read all this and more in Investment Strategy Quarterly: Markets on the Clock. Continue Reading
SledgehammerMarch 3, 2025With 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. Continue Reading
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
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
How Far In Advance Should You Be Planning Your Exit April 8, 2025 For many entrepreneurs, building and growing a business is a lifelong pursuit. However, whether driven by retirement plans, new ventures or personal circumstances, every business owner will eventually face the pivotal question: When should I start planning my exit? Continue Reading
Gearing Up To Sell Your Business April 8, 2025 As a business owner, selling your business is one of the most significant decisions you will ever make. Whether you’re planning for retirement, pursuing new ventures or capitalising on growth, preparing your business for sale requires careful strategy, foresight and expert guidance. Continue Reading
Investment Strategy Quarterly – April 2025 April 4, 2025 The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for Europe and the case for industrial metals. Read all this and more in Investment Strategy Quarterly: Markets on the Clock. Continue Reading
Spring Statement: What does it mean for your finances? March 28, 2025 Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year. Continue Reading
Sledgehammer March 3, 2025 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. 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