The year that was December 3, 2025 In the last Monthly Market Commentary of 2025, our European Strategist, Jeremy Batstone-Carr, looks back over a year of hard-earned returns as he reviews the various challenges investors have had to navigate. Continue Reading
Autumn Budget Newsletter 2025 November 28, 2025 Our Autumn Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining its impact on individuals. Read an in-depth analysis on the following areas, plus more: Personal allowances for individuals and savers Considerations for estate planners Points for business owners Salary sacrifice changes Pensions Continue Reading
Is AI a financial bubble? November 3, 2025 This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble. It explores the hype, the risks and the reality, with lessons drawn from the dot-com boom and the Global Financial Crisis to help investors assess today’s AI-led market dynamics. Continue Reading
Family Investment Companies: 6 Ways They Can Strengthen Your Wealth Planning October 21, 2025 In an era of evolving UK tax legislation and complexity, Family Investment Companies (FICs) have emerged as a powerful, popular tool for high-net-worth families seeking control, flexibility, and tax efficiency of their estates. Continue Reading
Investment Strategy Quarterly – October 2025 October 3, 2025 Our latest Investment Strategy Quarterly explores the resilience of US equities amid stretched valuations, the strategic importance of data integrity for economic decision-making, and Japan’s differentiated market performance. It also assesses the UK’s fiscal outlook ahead of the Autumn Budget, with growing economic and policy challenges shaping the landscape. Continue Reading
Baked in Alaska September 1, 2025 August is typically a quiet month for the financial markets, however, this year it has been filled with market-moving news. Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events of the last few weeks. Continue Reading
Estate Planning: The Tax Man or Your Loved Ones August 26, 2025 Estate planning is one of the most important - and often overlooked - aspects of wealth management. It’s not just about what you leave behind but how you choose to leave it. Continue Reading
The Role of Investments in Retirement August 26, 2025 Building significant wealth over the course of a career is no small feat - it reflects years of diligence, strategic decision-making and discipline. As you move towards retirement, however, the focus shifts from building your assets to managing them in a way that continues to serve your lifestyle, your legacy and your long-term goals. Continue Reading
Letter from America August 1, 2025 With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy. Continue Reading
Investment Management – The Importance of a Strategic, Managed Approach to Investments July 9, 2025 Managing wealth today goes beyond simply aiming for growth. It’s about having clarity, control and confidence in how your assets support your broader financial and lifestyle goals. Continue Reading
