Chat with us, powered by LiveChat
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: March 2020
Market Update
Market update: March 2020

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.

Planning in times of uncertainty
Financial Planning
Planning in times of uncertainty

Hello everyone! Poppy here again and this month I will be giving you some food for thought with financial planning in times of uncertainty. These more challenging times, such as the current coronavirus pandemic of Covid-19, just shows why it is increasingly important to self-fund where you can.

Market Update

Business Breakfast: Coronavirus and its market impact - Rosecut x Jazz FM

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.

Market update: February 2020
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.

Investing for International Clients
Financial Planning
Investing for International Clients

Hello everyone! I'm Poppy and each month I will be giving you an overview of the financial planning and wealth management practices here at Rosecut. To kick start, I will be looking at investing for UK resident non-domiciled (or Non-Dom) clients.

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...

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 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.

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 Mike O'Sullivan talk about ongoing market volatility, technology as an investment sector and structural trends such as gold and fixed income.

Market update: August 2019
Market Update
Market update: August 2019

Our in-house advisor Mike O'Sullivan talks about the new PM and Brexit, the US earning season and the trade dispute between China and the US. He also gives a view on crypto currencies.

Start your free Financial planning

Available on iOS and Android