Top of mind –
Our robust, repeatable investment process
Volatility within the banking sector combined with the cost-of-living crisis will undoubtedly remain at the forefront of investors’ minds when deciding to remain invested, or indeed, invest at all.
Our view is the growth outlook will temper down as credit conditions and lending standards tighten. Eren Osman, Managing Director of Wealth Management, shares exclusive insights into how our portfolio have been prepared to manage increased market turbulence through our continued trust in our tested, robust, and repeatable investment process.
Helping you achieve your financial goals
Before we do anything, our qualified advisers will take the time to understand what is important to you and what you are looking to achieve. Whether you are growing in your career, supporting multiple generations, planning a fulfilling retirement, thinking about the legacy you want to leave, or simply getting the most out of today, we can help tailor a plan designed for you.
Our Wealth Management offering includes both wealth planning and investment management.
Working with financial advisers
Through our partnership with you, we aim to remove as many barriers as possible for you to serve your clients. We understand that client needs are at the centre of your thinking and want to empower you as the professional adviser, to have the autonomy to offer your clients the right solution at the right time.
Banking turmoil – the story so far
The past few weeks have been turbulent. Bank-runs caused Silicon Valley Bank and Signature Bank in the US to collapse. The Swiss government also orchestrated a takeover of Credit Suisse by UBS.
Becoming a client
Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.
This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.