Investment Director Charles Bathurst-Norman of J M Finn reflects on the global macroeconomic and geopolitical environment in 2023 and explains his cautious optimism for the year ahead. 2023 started with low expectations for global growth and elevated f …
Attention Business Owners. In November, our own Gemma Williams is continuing her successful series of webinars in conjunction with The Exit Planning Company. The webinars will assist any business owner who: • Is looking to plan towards the future sale …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ Family Wealth: I am old enough to remember the first crop of state sell-offs under the Thatcher government in the early 1980s. Actually, I am sufficiently old to remember the …
Today, investors have access to more information than ever before. Some of the biggest advances for retail investors include: the ability to buy or sell shares for a very low cost, significant diversification from funds, in a variety of markets and mor …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ this month. Greece is back in the news again, though fortunately not for making waves in markets. The fact that prime minister Alexis Tsipras is back in power does not augur w …
In September, our own Gemma Davies is launching a series of webinars in conjunction with The Exit Planning Company. The webinars will assist any business owner who: • Is looking to plan towards the future sale or handover of their business to their fam …
This blog is written by Sophie who was on work experience with UNIQ Family Wealth this week: I was recently presented with the fantastic opportunity to spend a week doing work experience within the finance sector in Bristol and Cardiff. For three days, …