Last Updated: November 25, 2025

Fiona Gillespie, Head of Charities - Scotland, explores the options available to charity trustees in terms of investment strategy.

Last Updated: November 25, 2025

What to do when markets and data seem full of conflicting messages

Last Updated: November 25, 2025

The Autumn Budget 2024 presents a mixed picture for the UK charity sector, with both opportunities and challenges. Read our key highlights.

Last Updated: November 25, 2025

For many years the fortunes of the FTSE mining sector have been linked to developments in China. Rapid growth in demand for commodities like iron ore and copper in the late 2000s led to what became known as the first mining supercycle. That was followed by a downturn from 2011—15 as slowing demand from China combined with overexpansion of mining production.

Last Updated: November 25, 2025

Recent events have shown us that the destruction of human life from geopolitical events can sometimes render their impact on financial markets trivial in comparison. But we have a responsibility to consider the investment implications, prepare for and monitor them.

Last Updated: November 25, 2025

Make sure you’re not paying more tax than necessary by taking advantage of all your annual allowances before the end of the tax year.

Last Updated: November 25, 2025

Foreign investors have long regarded the Japanese stock market as akin to a samurai defeated in battle, sitting in his crumbling castle and ruminating on the bittersweet memory of his glory years. Granted, Japan’s Topix stock index has never returned to the stratospheric level of close to 2,900 reached in 1989, shortly before the market bubble burst. However, it has surged this year to a 33-year high, helped by increasing interest from overseas investors. We think this interest is justified for several reasons, and still see a lot of potential for Japanese companies.

Last Updated: November 25, 2025

Take advantage of a time when your family is together to make sure you're all on the same page when it comes to your financial plans.

Last Updated: November 25, 2025

We will invest in your development and wellbeing and offer a competitive benefits package to support you in reaching your goals, both in and outside of work.

Last Updated: November 25, 2025

Clients who have received a personal injury settlement and/or who have a Court appointed property and affairs deputy often have complex, long-term financial needs. They are likely to rely on their portfolio to fund care, maintain independence or preserve quality of life over many decade

Last Updated: February 27, 2026

Whether you have a question about our services, or want to get in touch with someone specific, we can help.

Last Updated: January 13, 2026

Our range of services is appropriate for all sizes of clients from multi-asset unitised funds available on external platforms, a managed-portfolio service, unitised portfolio services and bespoke service.

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