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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 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 shared a few tips on things to watch out for to enable you to make an informed decision to manage 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

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.

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

Our in-house advisor Michael 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.

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