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Counterpoint July 2026

Recalibrating the path

After a solid rally, we have slightly reduced our overall equity allocation, locking in gains...

Discover our JULY Counterpoint here

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14 November 2018

What is an integrated Wealth Management Solution?

Our Integrated Wealth Management Service brings together wealth planning and investment management to create a plan for clients that is tailored to their needs. It sounds good, but what does it mean in practice?

14 November 2018

Brexit and Sterling Volatility

Sterling was under pressure this morning as the probability of a ‘hard Brexit’ scenario rose following the resignations of several ministers in Theresa May’s cabinet in protest to her draft Brexit deal.

11 November 2018

All about oil: The impact of the conclusion of the Iran deal on investment outlook

Consumers around the world are unanimous in feeling they are getting ‘the worst deal in history’ as they fill up their Gulfstreams at Biggin Hill, their Sunseekers in Antibes or even their VW Golfs at ASDA – and they are not alone.

06 November 2018

The Challenges Facing the Buy-To-Let Investor

Whether our client’s source of wealth stems from the sale of their family business or a fine piece of artwork, a common investment for many HNW individuals is residential property.

06 November 2018

US Midterm elections - As expected.

So this time the pollsters were right; the House of Representatives turns blue, i.e. falls into the hands of the Democrats, while the Senate remains in Republican hands and their grip has tightened.

01 November 2018

That was the week that was…

In spite of rumours in the press over recent weeks the Budget on Monday held almost nothing to excite savers and investors.

21 October 2018

Toby Vaughan starts his new role as Chief Investment Officer (CIO)

We are delighted to announce that Toby Vaughan has today started his new role as Chief Investment Officer (CIO), following his appointment in August.

17 October 2018

May you live in interesting times

Brexit negotiates are heating up, further UK interest rate rises are a possibility and ongoing global trade tensions are the key factors taking us into the autumn. The old Chinese curse states; ‘May you live in interesting times’, and this couldn’t be more relevant than today.

27 September 2018

Cryptocurrencies - a wild west industry?

The rise and fall of digital currencies has generated plenty of column inches already but given the continuing media buzz in this area we wanted to expand on our thinking...

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