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
How to Spend Well in Retirement July 9, 2025 For many, retirement brings a welcome sense of freedom- the opportunity to choose how you spend your time, your energy and your wealth. Yet with that freedom often comes a quiet question: Am I spending too much - or too little? In our latest blog, we discuss strategies for spending well in retirement, exploring the balance between enjoying your lifestyle and feeling confident in your choices. Continue Reading- 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
