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Webinar: How to manage your personal finance in 2020
Wealth Management

Webinar: How to manage your personal finance in 2020

We are excited to present to you our first ever Webinar in a new series, which we hosted with VC Investor Yana Abramova of Pretiosum Ventures. Our CEO Qiaojia Li and Yana discuss managing your personal finance in 2020.

Market update: June 2020
Market Update
Market update: June 2020

As confinement continues to ease in many countries, we are seeing signs of economic recovery beginning to build. This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast what this means for stock markets and how investors should behave.

Market update: May 2020
Market Update
Market update: May 2020

Following a further ease of lockdown measures this month, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast their view on how markets will adjust to the aftermath of coronavirus and whether consumer habits will change as we learn lessons from the crisis.

The money vs. happiness line
Financial Planning
The money vs. happiness line

Hello everyone! Poppy here again and for this month I am posing the question of 'how much money do we really need to be happy?' We should use our time in the current environment to consider what our financial goals are and how we view our personal position on the money vs. happiness line.

Market update: April 2020
Market Update
Market update: April 2020

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast their view on the different phases that the global economy has gone through as a result of the ongoing coronavirus outbreak and the future outlook for markets.

5 Rules for surviving a Bear Market
Investments
5 Rules for surviving a Bear Market

When the stock market drops by a considerable amount, it is difficult for us as investors to just grin and 'bear' it. We look at 5 rules our investment team consider when managing your portfolios particularly in such a bear market.

Market Update

Market update: February 2020

For the market update this month we focus on the coronavirus outbreak. Our in-house portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss impact on markets of the virus with an audio podcast discussion.

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: November 2019 & Outlook for 2020
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...

5 important questions to ask your wealth manager before choosing one
Wealth Management
5 important questions to ask your wealth manager before choosing one

We have outlined the five essential questions you need to ask before you pick a wealth manager. We also share a few tips on things to watch out for, to enable you to make an informed decision on managing your investments and financial plan.

Legacy or Freedom  - What’s your wealth personality?
Financial Planning
Legacy or Freedom - What’s your wealth personality?

We review the importance of understanding your wealth personality and explain the importance of goal setting for your finances. Here we will compare the most usual styles, legacy and freedom mindsets.

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