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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The humanitarian crisis unfolding in Ukraine following Putin’s scarcely believable attack is, quite rightly, front and centre of everyone’s thoughts. It is impossible to know what the outcome will be, with a range from something that does not bear contemplation to a Russian retreat and positive regime change. With uncertainty abounding, it is only right…
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Over the years, the number of women in financial services in the UK has grown steadily. The FCA has also been increasing its focus on promoting gender diversity and recognise that “diversity and inclusion underpin healthy cultures in firms.” This has resulted in a 43% increase in women working within the sector, according to Stemwomen….
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Various events can cause market fluctuations−pandemics, shifts in government policies, crises in foreign countries, changes in economic data, and so much more. You can’t control how these forces may impact the market, but you can take steps to mitigate their impact on your investment portfolio. Volatility is an inevitable part of investing; a necessary…
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Our CIO Matt Strachan appeared on Asset TV’s Investment Trust Hub to discuss among other topics, how to use an Investment Trust to build a diversified portfolio. To view, please continue reading and click on the highlighted link. Registration may be required.
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