We were thrilled to see so many of you engage in our first webinar of the series and raise some very interesting and excellent questions. We ran out of time to answer these live so we have answered these for you here - we hope you find them useful!
In the next Webinar of the series, our CEO Qiaojia Li and advisor Mike O'Sullivan discuss how to invest through a recession, where they cover what a recession means exactly, the dynamics of them such as mega trends and key factors and the comparable "Cycle of Seasons".
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast the US dollar, the banking sector as one of the worst performing sectors and Trump's executive order to continue jobless benefits, but at a lower level. Estimated listening time: 9 minutes
Our next Webinar of the series was hosted with Marcus Allen, the Director of Business Development at Cult Wines. Our CEO Qiaojia Li and Marcus discuss how to balance essential and passion investing, which includes fine wine investment.
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.
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.
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.
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.
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.
With the coronavirus outbreak still affecting market volatility worldwide, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast what measures governments and central banks are implementing to help sustain the global economy.
Our CEO Qiaojia Li features on the Business Breakfast at Jazz FM with Nick Howard discussing the coronavirus and its market impact, which includes investor habits during volatile periods of uncertainty, travel restrictions and their implications & governmental actions to mitigate economic downturn.
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?
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.
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.
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.
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.
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.
Our in-house portfolio manager Daniel Greenhough and advisor Mike 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.
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.
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.