Life still goes on: Planning for the end of your life
Financial Planning

Life still goes on: Planning for the end of your life

Hello everyone, Poppy here again. We all know how important financial planning is for the future but what can we do to prepare for an untimely death and ensure our family are protected? In this article I look at things to consider when preparing for the possibility of dying early.

Market update: April 2021
Market Update
Market update: April 2021

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss inflation and the introduction of a number of IPOs directly listing onto the stock market, such as food delivery app Deliveroo and cryptocurrency firm Coinbase. Estimated listening time: 7 minutes

3 things that could make the biggest impact on your investment return
Wealth Management
3 things that could make the biggest impact on your investment return

Whether you're an experienced investor or a newbie starting to dip your toe into markets, we're all chasing a great return on our investment portfolio. Our investment advisor Qiaojia Li takes a closer look at three things that could make the biggest impact on your investment return.

Playing in a minor key
Financial Planning
Playing in a minor key

Hello everyone, Poppy here again. I'm no musician but I do know how to get all my notes in order for a melodic financial plan. In this piece I will look at how to play things right when planning for the future of your children and giving them the best start in life. Now that's music to the ears.

Crowdfunding Campaign: Live Event
Investments
Crowdfunding Campaign: Live Event

Catch up on the live event we held last week for our crowdfunding campaign which gave our professional connections and potential investors the opportunity to ask questions directly to our Co-Founders Qiaojia Li and Gustavo Silva, plus learn more about Rosecut and our mission for business growth.

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

Hello everyone, Poppy here again! I wanted to give you some food for thought with financial planning in times of uncertainty. These are more challenging times thanks to the global pandemic, which only reiterates why it is increasingly important to self-fund where you can. Let me break it down.

Getting Started

How successful, well-paid professionals are missing out on becoming millionaires

Private banks only serve the uber rich. But what happens if you (and your personal wealth) don't quite make the cut? How do you preserve, grow and pass down this wealth? Our CEO Qiaojia looks at how professionals are missing out on all the benefits by not starting early, in the right way.

Market update: March 2021
Market Update
Market update: March 2021

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the rally of government bond yields, market changes within the tech and energy sectors and our first event on the Clubhouse App. Estimated listening time: 7 minutes

Market update: February 2021
Market Update
Market update: February 2021

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the unexpected rise of GameStop, Bitcoin volatility and how retail banks will deal with cryptocurrencies in the future. Estimated listening time: 10 minutes

Last year's ETF themes...the winners and the losers
Investments
Last year's ETF themes...the winners and the losers

Exchange-traded funds (ETFs), are a popular option for investors looking to grow their money and allow you to buy and sell funds like a stock on a popular stock exchange. Our portfolio manager Daniel Greenhough takes a look back at the best and worst performing ETF Themes of 2020.

Market update: January 2021
Wealth Management
Market update: January 2021

For the first market update of 2021, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss market impact of vaccine rollout and continued lockdown, political rest in the US and increased interest in cryptocurrencies such as Bitcoin. Estimated listening time: 7 minutes

Portfolio Performance - November 2020
Investments
Portfolio Performance - November 2020

Our portfolio manager Daniel Greenhough gives us a summary of November 2020, which was a positive month for stock markets and performance across the board mainly as a result of the welcome news of a successful vaccine developed by both Pfizer and Moderna.

Market update: December 2020
Market Update
Market update: December 2020

For the final market update of 2020, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss market impact as a result of a Brexit deal, Biden as President Elect and the vaccine rollout. They also discuss Mike's recent TED Talk. Estimated listening time: 8 minutes

12 Days of Christmas: Twelve Drummers Drumming
Wealth Management
12 Days of Christmas: Twelve Drummers Drumming

On the twelfth day of Christmas my true love sent to me, twelve drummers drumming. We mark the final day of the 12 Days of Christmas and the end of the holiday break, with the twelve drummers drumming and a look at how the price of oil drums has faced considerable volatility in the past.

12 Days of Christmas: Eleven Pipers Piping
Wealth Management
12 Days of Christmas: Eleven Pipers Piping

On the eleventh day of Christmas my true love sent to me, eleven pipers piping. We mark Day 11 of the 12 Days of Christmas, with the eleven pipers piping and look at how piping carries our natural gas resources around the world.

12 Days of Christmas: Ten Lords A-Leaping
Wealth Management
12 Days of Christmas: Ten Lords A-Leaping

On the tenth day of Christmas my true love sent to me, ten lords a-leaping. We mark Day 10 of the 12 Days of Christmas, with the ten lords leaping for exercise, and how home exercise related businesses have thrived during 2020 with continued lockdown measures in place.

Webinar: How to have a winning mindset of wealth
Wealth Management
Webinar: How to have a winning mindset of wealth

2020 has made us more protective of our money and carefully consider all of our financial decisions. Your mind can be either constructive or destructive to your wealth. In this Webinar, we speak to Wealth Coach Indre Butkeviciute, Lily Advisory Founder, about how to have a winning mindset of wealth.

12 Days of Christmas: Nine Ladies Dancing
Wealth Management
12 Days of Christmas: Nine Ladies Dancing

On the ninth day of Christmas my true love sent to me, nine ladies dancing. We mark Day 9 of the 12 Days of Christmas, with the nine elegant ladies dancing, and how exercising self control is key with dancing and with our investments, especially during periods of considerable volatility.

12 Days of Christmas: Eight Maids A-Milking
Wealth Management
12 Days of Christmas: Eight Maids A-Milking

On the eighth day of Christmas my true love sent to me, eight maids a-milking. We mark Day 8 of the 12 Days of Christmas, with the eight maids milking cattle and a look at how advancement with vaccines can provide a positive reaction to both our health and our investments.

12 Days of Christmas: Seven Swans A-Swimming
Wealth Management
12 Days of Christmas: Seven Swans A-Swimming

On the seventh day of Christmas my true love sent to me, seven swans a-swimming. We mark Day 7 of the 12 Days of Christmas, with the seven swans and their representative gifts of grace, in particular that of giving through philanthropy.

12 Days of Christmas: Six Geese A-Laying
Wealth Management
12 Days of Christmas: Six Geese A-Laying

On the sixth day of Christmas my true love sent to me, six geese a-laying. We mark halfway and Day 6 of the 12 Days of Christmas, with six geese being the religious symbol of creation and reflect on the birth of financial markets we know today.

12 Days of Christmas: Five Gold Rings
Wealth Management
12 Days of Christmas: Five Gold Rings

On the fifth day of Christmas my true love sent to me, five gold rings. We mark Day 5 of the 12 Days of Christmas, with the five rings made of the yellow metal, gold. Gold is a precious metal that is popular as an investment option and often viewed as an effective safe haven.

12 Days of Christmas: Four Calling Birds
Wealth Management
12 Days of Christmas: Four Calling Birds

On the fourth day of Christmas my true love sent to me, four calling birds. We mark Day 4 of the 12 Days of Christmas, with the calling (or colly) bird, which is thought to be the blackbird, and how commodities fit into the investment themes of our portfolios.

12 Days of Christmas: Three French Hens
Wealth Management
12 Days of Christmas: Three French Hens

On the third day of Christmas my true love sent to me, three French hens. We mark Day 3 of the 12 Days of Christmas, with the faith, hope and love of the three French hens and how emotion should not be the main driver for your ongoing investment decisions.

12 Days of Christmas: Two Turtle Doves
Wealth Management
12 Days of Christmas: Two Turtle Doves

On the second day of Christmas my true love sent to me, two turtle doves. We mark Day 2 of the 12 Days of Christmas, with the caring, canoodling doves and how long term commitment to certain investments may not always be recommended.

12 Days of Christmas: Partridge in a Pear Tree
Wealth Management
12 Days of Christmas: Partridge in a Pear Tree

On the first day of Christmas my true love sent to me, a partridge in a pear tree. We mark Day 1 of the 12 Days of Christmas, with the elusive partridge in a pear tree and the importance of having a good investment strategy and diverse portfolio.

Moving to new frontiers
Financial Planning
Moving to new frontiers

Hello everyone! Poppy here again and this month I will be looking into global mobility and migration, which includes a look at tier 1 investor visas and how Rosecut can help you with this process.

Portfolio Performance - October 2020
Investments
Portfolio Performance - October 2020

Our portfolio manager Daniel Greenhough gives us a summary of findings from the Rosecut portfolio performance against the ARC Index for October 2020, where stock markets were impacted by concerns over European lockdowns and uncertainty related to the US presidential election.

Market update: November 2020
Market Update
Market update: November 2020

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the sharp rally in equity markets, the result of the US election with Joe Biden as President-Elect and market response to the promise of a vaccine for Covid-19. Estimated listening time: 6 minutes

Portfolio Performance - September 2020
Investments
Portfolio Performance - September 2020

Our portfolio manager Daniel Greenhough gives us a summary of findings from the Rosecut portfolio performance against the ARC Index for September 2020, which is usually a poor performing month across the board.

Market update: October 2020
Market Update
Market update: October 2020

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the upcoming US election and the expected market response, as well as exploring the idea of negative interest rates in the UK banking system. Estimated listening time: 9 minutes

Portfolio Performance - August 2020
Investments
Portfolio Performance - August 2020

Our portfolio manager Daniel Greenhough takes a closer look at the Rosecut portfolio performance against the ARC index for August 2020 and how asset classes have performed during this time.

Webinar: Retirement Planning Series - ISA Deep Dive
Wealth Management
Webinar: Retirement Planning Series - ISA Deep Dive

Planning for the future is important. There are a variety of factors to consider and we could all benefit from putting goals in place. In the next Webinar of the series, our investment team discuss retirement planning and how important this is for the future, focusing on Individual Savings Accounts.

Pensions and Individual Savings Accounts (ISAs) - are they worthwhile?
Financial Planning
Pensions and Individual Savings Accounts (ISAs) - are they worthwhile?

Hello everyone! Poppy here again and this month I will be weighing up the pros and cons of having a Self-Invested Personal Pension (SIPP) and an Individual Savings Account (ISA) as part of your personal financial plan.

Introducing the Rosecut ISA
Investments
Introducing the Rosecut ISA

While a Cash ISA is simply a tax-free savings account, a Stocks & Shares ISA is a tax-efficient investment account. We are delighted to announce the launch of the Rosecut ISA, which allows you to hold our investment portfolios within a tax-free wrapper. Find out more now!

Market update: September 2020
Market Update
Market update: September 2020

This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the rise and run-off of tech stocks, the upcoming factors to consider for markets and the economy given the continuation of low interest rates and plentiful liquidity. Estimated listening time: 6 minutes

You asked, we answered: Questions & answers from our first webinar
Wealth Management
You asked, we answered: Questions & answers from our first webinar

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!

Portfolio Performance - July 2020
Investments
Portfolio Performance - July 2020

Our portfolio manager Daniel Greenhough takes a closer look at the Rosecut portfolio performance for July 2020 during a period of volatility, which saw a weaker dollar positively impact some asset classes.

Webinar: How to invest through a recession - the challenges and opportunities
Wealth Management
Webinar: How to invest through a recession - the challenges and opportunities

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".

Market update: August 2020
Market Update
Market update: August 2020

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

Market update: July 2020
Market Update
Market update: July 2020

In another podcast, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the rally in the Chinese stock market, which is starting to look a bit stretched despite help from a weaker US dollar. Estimated listening time: 8 minutes

Webinar: How to balance essential and passion investing
Wealth Management
Webinar: How to balance essential and passion investing

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.

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

Hi I'm Poppy and I'm here to give you some financial planning support. To start I'm posing the question 'how much money do we really need to be happy?' We should use our time in the current climate to consider what our financial goals are and how we view ourselves 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.

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