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Investment Update: The Non-Patriotic Case for UK Equities

Last Updated: October 10, 2025

Long gone are the days when UK equities made up the majority of the average UK wealth management portfolio. We see that as a good thing in general, given our firm belief that a global mindset is important for delivering superior risk-adjusted returns. Still, the cavernous gap between the valuation of UK companies and their peers overseas is worth investigating.

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Investment Insights 2024 UK election special: Labour’s climate policy has implications for investors

Last Updated: October 10, 2025

It seemed, at times, that Labour’s Green Prosperity Plan— a pledge to invest £28 billion a year into greening the economy— was destined for death by a thousand cuts. In the end it limped, wounded, into the manifesto. But the taming of Labour’s initial ambition has prompted questions about the party’s devotion to the climate cause.

  • Investment Insights Report
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Be a ScamSmart investor

Last Updated: October 10, 2025

The Financial Conduct Authority (FCA) recently launched its ScamSmart campaign to help investors, particularly retirees, avoid the financial losses and emotional distress of being scammed. Over-65s with savings in excess of £10,000 are three and a half times more likely to fall victim to investment fraud. This campaign has particular appeal to us given many of our clients are in this age group.

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