Our insights

Prospects

Spring Issue Eighteen

In this issue

In our experience, charity trustees welcome a proactive approach to a relationship with their chosen investment manager, which of course sees them look for a robust investment approach, top quality…

LIVESSevenoaks, KentFAMILYMarried to Sam, daughter Bella (25) and son Charlie (21)EDUCATIONBusiness Studies graduateSTARTED AT JM FINN & CO2012CURRENT POSITIONSenior Investment ManagerINTERESTSSkiing,…

​Now in the sixth year of our partnership with the Royal Academy, we are excited to be again showcasing some of the work of the students of the RA schools.

But with careful planning there are ways to limit your tax burden and pass on more of your wealth to your family, particularly now that the rules are changing. Persistent increases in the value of…

The Festival will be held on the 1st-3rd September at Chiswick House in West London. With its 65 acres of glorious Grade I listed gardens in the heart of London, and an 18th-century house, it is an…

Having been an early mover in the provision of online portfolio valuations for our clients (available since 2000), we are constantly looking to ensure these services meet our clients’ changing needs,…

The world of classic cars has changed a great deal over the years. Where once you found keen amateur mechanics scouring the market for a new project to fill the long winter nights, you now find…

India is one of the most talked about investment regions right now, offering exciting prospects for investors with a medium term time horizon. Spike Hughes, CEO of Cohesion Investments, a specialist…

One of the more crucial elements in forecasting economic growth in the past has been the price of oil. Interestingly, cheap oil is not generally viewed as beneficial. For a start, one reason for a…

Consensus opinion has now come around to support the view that the bond bull is now a bond bear. Although I think that the Bank of England is disinclined to raise rates in the face of Brexit’s…

Institutional investors can do this by spending time with management, interviewing customers and suppliers and comparing their analyses with their target’s competitors. What often blinds these…

Whilst an increase in dividends per share tends to be viewed as a positive by investors, it must be considered in proportion to earnings per share. This is an equation known as the dividend pay-out…

Not only have we seen unexpected victories for Donald Trump in the US and the Brexit campaign on our own shores, but I would also need both hands and at least a couple of toes to count the number of…

Many of our clients will not yet be aware that we are currently fully immersed in what is probably the biggest regulatory change to the way our business operates, under the guise of MiFID II which…

Equity prospects

01.

Electrocomponents describe themselves as a high service distributor for engineers.

02.

NMC runs hospitals and chemist shops in the United Arab Emirates (UAE) with a 25% market share in a population that has grown from 200,000 in the 1960s to over ten million today. Health insurance is…

03.

DCC is one of those companies that slipped into the FTSE100 without many people noticing. On the face of it, DCC is a distributor of heating oil, LPG, technology and healthcare products, and waste and…

04.

05.

Berkeley Group is a major FTSE 100 quoted, prime property developer within the London region. It has a highly regarded management team and has pioneered several major luxury projects in areas…