Chat with us, powered by LiveChat
Valentine's Day: Even your finances need a little tender loving care
Wealth Management

Valentine's Day: Even your finances need a little tender loving care

Roses are Red; Violets are Blue; February is the month of Valentine's Day, but what does this mean to you? Relationships can always benefit from a little TLC but how do couples actually handle finances with their partner successfully?

Open Banking in Wealth Management: All you need to know in 2020.
Wealth Management
Open Banking in Wealth Management: All you need to know in 2020.

The aim of Open Banking over Closed Banking is to improve transparency, competitiveness and integrity in the financial services whilst improving the customer experience overall. We take a deeper look into all you need to know about Open Banking in 2020.

Market update: January 2020
Market Update
Market update: January 2020

To kick start the new year (and new decade), our in-house portfolio manager Daniel Greenhough and advisor Michael O'Sullivan discuss geopolitical affects on markets, in particular the tension between Iran and the US, and currency comparisons between the British pound and the Chinese renminbi.

New Year, New You: Your finances in 2020
Investments
New Year, New You: Your finances in 2020

As we celebrate another New Year and begin the next decade, it might be a perfect opportunity to review our finances and start planning for the future.

The UK election result and its impact on markets
Investments
The UK election result and its impact on markets

So, the UK General Election is over. The Conservatives won a big majority. Here’s what happened next in markets and what it meant for your portfolio.

M&G Property Fund suspension - which fund is next?
Wealth Management
M&G Property Fund suspension - which fund is next?

The M&G Property fund has suspended redemptions again. The fear of which fund will suspend next, may become a self-fulfilling prophecy for investors. We suggest investors review their portfolios for other funds that may be at risk.

Market Update

Market update: November 2019 & Outlook for 2020

We do things differently this month by providing a longer market update and look ahead to the upcoming new year (and beyond); Will the UK property market pick up? Will we ever see a resolution on Brexit? Where to invest, US or Europe? Daniel Greenhough and Mike O'Sullivan break things down for us.

How wealth managers can add value: the Woodford crisis
Wealth Management
How wealth managers can add value: the Woodford crisis

The closing of the Woodford Equity Income fund is big news, affecting lots of people who decide to invest on a DIY basis. Here’s our take, and a couple of the lessons learnt.

Halloween: The trick to your treats
Investments
Halloween: The trick to your treats

Here at Rosecut, we demonstrate how you can teach your kids to save through the basics of compounding as a fun game with their freshly collected trick-or-treat spoils. Not so scary now...

Rosecut: re-thinking wealth management for the modern client
Business Insights
Rosecut: re-thinking wealth management for the modern client

Qiaojia Li, CEO and co-founder of new wealth management firm Rosecut, talks to CREALOGIX about her ambitions to redefine wealth management and use an AI-driven platform to provide the currently under-served middle market with high-quality, bespoke advice.

Market update: October 2019
Market Update
Market update: October 2019

Our in-house portfolio manager Daniel Greenhough and advisor Michael O'Sullivan discuss stock market movements into year end, the latest on the trade dispute between China and the US, British currency gaining strength as a result of a potential EU Deal and the possibility of a Christmas Rally.

Start your free Financial planning

Download our platform for free