Webinar | Cornelian Quarterly Investment update and market outlook

Hector Kilpatrick, Senior Investment Director, Head of Risk Managed Funds and David Appleton, Senior Investment Director for the SVS Cornelian Risk Managed Funds, provided their views on the market outlook along with updates for the Funds. The latest Quarterly Investment Update took place on 12 October 2023. In this webinar: Speakers: Hector Kilpatrick, Senior Investment […]

September Podcast

Our experts share their thoughts on the markets and the impact evolving world events have on investments. This month Inflation has been dominating the headlines in recent months, with everyone considering what is the near-term economic outlook.  The big question now is, inflation possibly peaked but how long will it take to reach a sustainably […]

Cornelian Risk Managed Funds: Market Outlook – October 2023

By Hector Kilpatrick Senior Investment Director & Head of Risk Managed Funds In aggregate, equity markets have produced a high single digit return during the first nine months of the year. Given investors are forward looking, this suggests that the majority believe the outlook for economies and company profitability has improved. Implicit within this view […]

Financial planning questions every legal professional should ask

Keep your money as busy as you are. Aim to make it grow for when you have time to enjoy it. As a partner, you may not be sure what your annual income will be, which can make managing your money more challenging. We have financial specialists experienced in looking after legal professionals and professional […]

Blueprint Multi Asset Fund webinar

In this webinar, Mark Shields, Investment Director, Multi-Asset Investment Head for the SVS Brooks Macdonald Blueprint Multi Asset Funds, provides our views on the market outlook as well as the latest positioning and recent changes to our exposure for the funds. He also provides a review of their performance. Speaker: Mark Shields, Investment Director, Multi-Asset […]

Financial planning questions every retired professional should ask

Enjoy your time to take it easy. You’ve paid your dues and enjoyed the ride, both professionally and financially. Get ready to pass on your wisdom and wealth to the next generation. We understand your needs, we’ve helped your peers and can help you ask the right questions… How do I keep my retirement income […]

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