Insights

November 12, 2015 Market Update
Weekly Market Update

Notable events over the last week In a week of largely positive data for the US, jobs data stole the headlines. Nonfarm payrolls grew by 271,000 in October; a sharp jump from the weak August and September numbers of 153,000 and 137,000 respectively and easily exceeded the median estimate of 180,000. The unemployment rate fell…

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November 11, 2015 Fund Management
Discretionary Portfolio Management

Discretionary Portfolio Management (DPM) is a service that provides individually tailored portfolios for our clients. It’s a service that is integral to financial planning for expatriates. How it works Firstly, a client will be allocated an investment manager. They will take the time to devise a strategy with the client based upon a number of…

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November 10, 2015 Investment
Five Tips For Investing In Volatile Markets

Investors can find keeping up with the markets a struggle with real-time reporting, sudden rises and falls and no real trend other than volatility in recent years. Market swings can make or break investors in a few minutes, but although technology allows the financial world to work 24/7, life goes on but investors still have…

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November 9, 2015 Tax Planning
Is Your Lifetime Allowance Protected?

The lifetime allowance is the maximum size the government allows a pension fund to reach without penalising retirement savers with tax charges. The lifetime allowance is often referred to as the ‘LTA’ and is set by the Chancellor in the annual Budget. The figure can vary from year to year, and is currently on a…

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November 8, 2015 Investment
Protecting Your Cash With Structured Products

Structured products try to give investors the best of both worlds by offering the rewards of potential growth while protecting capital. They are like Marmite for many investors – some love them and have seen great returns, while others see them as too complicated and risky. Investors should consider structured products if they are generally…

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November 4, 2015 Market Update
Weekly Market Update

Notable events over the last week The FOMC unsurprisingly held off on raising rates yet again last week, however provided a strong indication that a 2015 lift-off is still firmly on the table. In the statement released on Wednesday, the FOMC specifically mentioned the “next meeting” and expressed less concern about international financial conditions; a…

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