11th Aug 2022
Disciplined long term investors should expect antigravity - if the past is prologue
What should investors do if they believe there is some irrationality in the markets? How can they…
04th Jul 2022
In Conversation with Howard Marks
Josh Matthews, Co-Founder and Managing Partner, recently had the opportunity to meet with…
09th May 2022
Volatility and having a disciplined investment plan in the current stock market
Within this article Edward Howison, Partner and Senior Wealth Manager, discusses how a…
29th Apr 2022
Inflation and Value Investing
Recent news has been filled with reports about rising inflation. Whether you’re paying attention to…
14th Apr 2022
The Fed is Ready for Take-off
It seems nearly impossible not to have heard that the Federal Reserve (Fed) has started raising…
24th Mar 2022
2022 Spring Statement Update
Yesterday, Chancellor Rishi Sunak delivered his 2022 Spring Statement, one in which he set out the…
Whitepapers
Do you own PFIC investments?
Passive Foreign Investment Companies (PFICs) form part of the 1986 IRS tax reforms that closed loopholes being used to protect offshore investments from taxation. The 1986 tax reforms not only…
Investing in US Mutual Funds can damage your wealth
US investors have pretty much engaged in a love affair with mutual funds, closed-end funds, money market funds, and exchange-traded funds (ETFs). All these investment vehicles provide access to a…
Planning for a Property Purchase as a US person in the UK
As with other financial decisions, Americans often have additional areas of consideration when purchasing a property in the UK. Within this whitepaper, we discuss these areas in greater detail.…