Our Investment Manager Ciaran Garvey contributed a short gallery feature for Citywire Wealth Manager ahead of COP 27. “COP27 will take place against a backdrop of high food and energy prices and slowing growth. The invasion of Ukraine has created a difficult balancing act for governments between energy security and achieving net zero goals, but…
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Our Sustainable Future AIM Inheritance Tax Portfolio Service enables investors to leave a meaningful lasting legacy for their beneficiaries and a truly sustainable legacy for the wider world, without compromising on either. The service is now available as a model portfolio on many leading platforms. We issued a press release today which can be found…
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We are deeply saddened to hear of the passing of Her Majesty The Queen, and our thoughts and condolences are with the Royal Family at this time.
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We are delighted to again be shortlisted for Best AIM Portfolio Service at the Growth Investor Awards 2022. For comment from the Growth Investor Awards please see below: It’s been another hugely competitive field of entries for this year’s Growth Investor Awards, hosted by Intelligent Partnership. With the standard so high, it’s impressive to see…
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Each year our staff choose a charity to support – it’s normally something that has affected a member of the team personally, and this year is no different. In recent years, we’ve supported charities including Scottish Cot Death Trust, Beat Eating Disorders, CICRA (Crohn’s disease) and Maggies Centres. To raise money, we have a regular…
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The FCA desires all firms to put their clients at the heart of their business by offering products and services that are fit for purpose and represent fair value. The FCA intends to do this by introducing the Consumer Duty, their new principle to ensure that “good outcomes” are the industry standard. The Consumer Duty…
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This article first appeared in the Dundee & Angus Chamber of Commerce website, 8th August 2022, click here to view the article. Monday 25th July First day back from two weeks in Portugal. Wow, that’s a lot of emails! Working from home actually helped me plough through them. Fortunately the team had picked up…
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This article was first published by Citywire today (11th July) and can be found here. We have long been concerned about inflation but the events in Ukraine have resulted in levels higher than we had expected. As a result, at the start of the year, we significantly reduced the exposure to Fixed Interest within…
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This article was first published by Nucleus Illuminate on 6th June 2022 and can be found here. Baby boomers, the scourge of millennials, are nearing the end of their working lives With this evolution will come what is being referred to as the great wealth transfer. There are plenty of numbers being published (most are…
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Savers and investors have just under a month to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on 5 April. The current tax year started on 6 April 2021 and ends on 5 April 2022. ISAs enable you to minimise the amount of…
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