Merry Christmas!

Merry Christmas!

It’s come to that time of year where we focus on what we are grateful for and enjoy the festivities. I am very ready for a few days of indulgence, nostalgic TV, board games and afternoon naps, and it will be great to sit back and reflect on my first 3 months with...
Looking back at 2020

Looking back at 2020

I have gone early this year and thought with the festive period nearly upon us I would provide a few thoughts on 2020 and some hopes for 2021. The year started with the huge obstacle of having to resign from a successful career I had built up with a very steady...
Tesla, trackers and sentiment

Tesla, trackers and sentiment

One of the big soap opera’s of the year in investment markets has been whether Tesla will be included in the main US equity index, the S&P 500, which is generally the largest 500 companies listed in New York.  The criteria to be included in the index includes...
Marketing – our approach

Marketing – our approach

One of the difficulties we face as a boutique firm is how to market what we do.     I’ve always held the view that in financial services it is always better to have a client come to you via a referral network rather than an advertising campaign.  A referral tells you...