Autumn Budget 2024
Image: Chris’ own “Budget briefcase” that was used in The Crown TV series! Rachel Reeves’ first Budget as Chancellor has had the rumour mill in overdrive as she strives to […]
We are specialists in managing investment trust focused portfolios which are complemented by a carefully selected range of exchange-traded funds (ETFs). We provide financial planning, advice and discretionary investment management services to individuals (including ISAs, JISAs, GIAs, Onshore & Offshore Bonds), companies, pension schemes (including SIPP & SSAS), Trusts and Charities. We offer leading expertise and pride ourselves on providing clients with exceptional levels of personal service
Image: Chris’ own “Budget briefcase” that was used in The Crown TV series! Rachel Reeves’ first Budget as Chancellor has had the rumour mill in overdrive as she strives to […]
In recent years the investment trust sector has endured a perfect storm not of its making. Investors have suffered as discounts have widened. Yet, when investing, the long sweep of […]
Perhaps because there is too much focus on short-term returns, the tenets of good portfolio management can sometimes underestimate the importance of identifying long-term structural themes and then nuancing the […]
The UK equity market continues to languish at a c.40% discount to global markets. Commentators and investors alike have all but thrown in the towel. Some of the MSCI PIMFA […]
Equities are enjoying a good run of late with even the much-maligned UK market doing well. This is confounding many investment strategists, while year-end forecasts are being revised up as […]
L>R: Dr Darko Hajdukovic (Deputy Head of Digital & Securities Markets, London Stock Exchange), Ben Conway (Chief Investment Officer & Head of Fund Management, Hawksmoor Investment Management), John Baron CBE […]
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