Challenge: Explain (simply) recent market dynamics and possible outlook. So here goes. Recent regulation, the snappily titled MiFID 2, created the requirement for discretionary fund managers and advisers providing portfolio management services to inform clients if their portfolio value falls 10% or more during a quarterly reporting period. But to what purpose? For us the … Continued
We wanted to provide an insight into our behind-the-scenes thinking and planning as markets deal with the potential coronavirus (Covid-19) impact. We have been in contact with our investment partners to make sure we stay fully informed of their views and any plans they may have under consideration. The world is watching with concern the … Continued
‘Don’t let the tax tail wag the investment dog’ What does this mean to investors looking to maximise their enjoyment of life? What does it mean for you? I came across a prospective client recently who had a well funded pension, hundreds of thousands of pounds with a well known investment house. The only problem … Continued
I met a very impressive young man last week. His name is Daniel, he travelled to Scotland from Colorado Springs to speak at my church’s leadership conference, and he is the associate pastor of a church with a regular attendance of over 12,000 people. He presented a memorable series of talks displaying great wisdom, articulation, … Continued
When the Titanic set sail in 1912 it was declared to be ‘unsinkable’ because it was constructed using new technology. The ship’s hull was divided into sixteen watertight compartments. Up to four of these could be damaged, or even flooded, and the ship could remain afloat. When the Titanic sank on the 15th April 1912, … Continued
OK, I admit it, it was actually yesterday, but I took the day off to spend with the kids as they are on holiday, so here we go with a belated Happy Birthday. We were ONE yesterday! Congratulations to us. Stick around as we hope to make it a lot further, but the first year … Continued
Happy April Fool’s Day 2018! Well, to be honest, you couldn’t have read this post on 1st April 2018 because Stewardship Wealth had only just come into existence and the website was no-where near live. However, if you can remember back that far you might have thought that Simon was playing an April Fool on … Continued
