The importance of having an LPA in place is one of my favourite (or least favourite depending on your take) topics....
Sort your LPAs out, people!
Sarasin’s Alternative Strategies
We recently sent out a formal letter to our clients, making them aware of a strategy Sarasin are pursuing. Their approach...
Myth busting: Holding investments with different companies will diversify your portfolio
We haven’t done one of these for a while but the idea that you can diversify your portfolio holdings by spreading...
Dave’s coronavirus blog post 13
I have found the last couple of weeks to be very hard. Investment markets have rallied and the fear of seeing...
Dave’s coronavirus blog post 12
After my somewhat downbeat last post, I’m pleased to say I feel more positive this week. Despite what I said earlier...
Dave’s Coronavirus Blog Post 11
Several really nice things happened yesterday. Two clients got in touch out of the blue to check how WE were faring....