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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...

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.

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.

Market update: September 2019
Market Update
Market update: September 2019

Our co-founder Qiaojia Li and advisor Michael O'Sullivan talk about ongoing market volatility, technology as an investment sector and structural trends such as gold and fixed income.

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