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Markets & Investment Update
21 October 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Giving credit where it’s due
15 October 2024

Giving credit where it’s due

Market Insights
The past few weeks have been quite volatile. First, tensions in the Middle East continued to grab the headlines, pushing oil prices higher. Second, US job growth, services activity and inflation came in higher than expected, leading to markets expecting smaller, more gradual US Federal Reserve (Fed) rate cuts.
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Asset management essentials : building a resilient high-net-worth portfolio
09 October 2024

Asset management essentials : building a resilient high-net-worth portfolio

Personal finance
When John Maynard Keynes, the renowned 20th century English economist and philosopher, managed the King’s College, Cambridge endowment fund, he was ahead of his time as he diversified out of property into stocks, bonds and currencies. His bold actions sought to maximise the fund’s returns while mitigating risk.
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Mastering investment funds : strategies for high net worth individuals
09 October 2024

Mastering investment funds : strategies for high net worth individuals

Personal finance
Investment funds offer high-net-worth investors several advantages compared with bespoke portfolios of stocks or bonds. They provide access to expert money managers. They deliver diversification that may reduce risk...
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Markets and Investment Update
07 October 2024

Markets and Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our Flagship Solution. Clients with bespoke discretionary or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Market Flash Update - 02.10.24
02 October 2024

Market Flash Update - 02.10.24

Market outlooks
The escalation in the Middle East took a new turn yesterday as Iran fired a barrage of ballistic missiles at Israel in retaliation for the start of ground operations in Lebanon.
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Pre-Autumn Budget Update
02 October 2024

Pre-Autumn Budget Update

Market outlooks
When Rachel Reeves gave her first speech as chancellor of the exchequer to the Labour Party conference at the end of September, she gave nothing away about her budget due on 30th October.
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Markets and Investment Update
30 September 2024

Markets and Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Markets & Investment Update
23 September 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Markets & Investment Update
16 September 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Brown Shipley appoints Matthew Noyce as Client Advisor
10 September 2024

Brown Shipley appoints Matthew Noyce as Client Advisor

Brown Shipley News
Brown Shipley, a Quintet Private Bank, today announced the appointment of Matthew Noyce as Client Advisor in London. With two decades of experience advising high net worth individuals...
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Navigating market volatility
09 September 2024

Navigating market volatility

Market Insights
The adage “sell in May and go away”, referring to the historically weaker performance of stocks from May to October compared with the other half of the year, didn’t disappoint this time around, too.
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Markets & Investment Update
02 September 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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How to sell your business in the UK
02 September 2024

How to sell your business in the UK

Personal finance
In the past 15 years, setting up a business in the UK has become increasingly popular. There has been a burst of entrepreneurial activity as people have set up businesses for the first time. Yet after several years at the helm, many founders are now deciding it’s time to sell, whether for personal or commercial reasons.
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How to select the best wealth management company
02 September 2024

How to select the best wealth management company

Personal finance
Evaluating wealth management companies is not so much a matter of asking which is the best wealth management company. It’s more a question of which is the right wealth management company for me.
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The art and science of inheritance tax planning
29 August 2024

The art and science of inheritance tax planning

Market outlooks
Inheritance tax planning is about taking care of the things that matter, as it protects your legacy and takes care of your loved ones. Read our latest article.
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Markets & Investment Update
26 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Travel Light
21 August 2024

Travel Light

ESG
While it's the excitement of exploring new places that drives us, we should be mindful of the environment we're travelling to. After all, as visitors, we bring with us a carbon footprint that can affect the local community.
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Markets & Investment Update
19 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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Markets & Investment Update
12 August 2024

Markets & Investment Update

Market outlooks
This note contains an overview of our market views, what we are watching, and our portfolio strategy. Any reference to portfolio positioning relates to our flagship discretionary portfolios. Clients with bespoke or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
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