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The 15th issue of our client magazine is out now

The latest edition of our client magazine, Opportunity, covers how to avoid emotions when making investment decisions, the benefits of developing a wealth plan, company news and more.
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Published 26 January
<20 mins

Our client magazine is published three times a year and provides articles and insights to help  clients understand how to benefit from their wealth. We also summarise recent company updates. Please click on the below options to flip through the contents or see it in full screen mode.

Clients can share the publication, or download it by clicking on the arrow in the top left-hand corner of the frame.

 

If you would like to subscribe, please contact your private banker, who can add you to the mailing list, or email us here.

Access more of our insights

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8 July quarter end investment webinar: what's happening with inflation?

15 Jun

   |   45 mins

David McFadzean is joined by Tom Caddick to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Investing

Quarter end investment webinar: opportunities and threats for investors

8 Apr

   |   45 mins

David McFadzean was joined by Tom Caddick to talk through the investment trends from Q1 2021 in financial markets, how these might continue to impact investors and what that meant for portfolios in a session moderated by Karen Bennett.

Investing

Could scientists help your approach to investing?

31 Mar

   |   6½ mins

With scientific research making headlines, Rebecca Cretney and Simon Prescott explore how scientists’ approach to patient care could be applied to the approach investors take to select portfolios.

Investing

Risks remain, but equities could climb higher

17 Feb

   |   5 mins

The future of equity values is always a topic for debate. And while some believe that there will soon be a significant fall in the value of shares, Rebecca Cretney explains why we believe that, although risks remain, that is not necessarily the case.

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