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Recent Insights

Insights Peter Markham Insights Peter Markham

Investment market update: June 2025

While the effect of trade uncertainty on investment markets eased in June, tensions in the Middle East worsened and led to volatility. Find out what else may have affected your investment portfolio recently.

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Insights Peter Markham Insights Peter Markham

How to prepare your loved ones for the “great wealth transfer”

It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.

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Insights Peter Markham Insights Peter Markham

Investment market update: May 2025

While many regional markets recovered some of the losses they experienced in April in May 2025, uncertainty may still be affecting the performance of your investments. Read about some of the key factors that influenced the investment market recently.

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