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The Clarion: our news and updates.

We have a wealth of expertise with plenty of financial guidance, opinions, thought pieces, news on business and personal finances and updates on what’s happening at Clarion. We add to these as much as we can so it’s worth a regular visit to this page to read the latest from our financial journal – The Clarion.

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Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – September 2018

Minutes of the Clarion Investment Committee – September 2018 Economic Outlook  The Committee had a full discussion regarding the current economic situation and positioning of financial markets. The following is a summary of the main points discussed. Fixed interest markets and particularly long dated bonds continue to struggle in an environment of rising yields and […]

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Category: Financial Planning, Investment management

anna mckenzie

Meet The Clarion Family

Meet Anna McKenzie, Trainee Paraplanner at Clarion.

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Category: Our team news

Man in office with sun rising

An Economic Miracle Worth Shouting About

With modern media reporting a multitude of economic statistics almost every day, it is easy to become statistic fatigued but it is worth reminding ourselves of what is surely the single most important economic statistic.

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Category: Lifestyle, Thought pieces

steven-walker-clarion-wealth-management-director

Meet the Clarion Family

Meet Steven Walker What is your role at Clarion? Director and Financial Planner. Having been with the company for 22 years, I have become part of the furniture. How did you take your first steps in to financial planning? It was summer 1984 and I had just finished my first year at Manchester University studying […]

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Category: Our team news

Notebook Clarion meeting minutes

Interim Investment Committee Meeting – September

Interim Investment Committee Meeting – September An Interim Investment Committee Meeting was held at the Clarion Offices on the 3rd September. As there has been little change in the macro environment since the previous meeting, these minutes are a shorter missive than usual as we head into the Autumn. Share prices have been remarkably resilient […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – August 2018

Economic & Market Review.  The main discussion points were as follows: In the 3 months to end July the US S&P 500 Index returned 12% in sterling terms with 50% of this return being currency related due to the stronger US dollar against the Pound. The FTSE 100 returned c. 4% and Gilts returned c. […]

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Category: Financial Planning, Investment management

man reading newspaper on sunny day

Political Risk in Financial Markets

Political Risk in Financial Markets Clarion are acutely aware of the recent increase in political rhetoric throughout the world. US President Trump’s posturing on his “America First” theme and the threat of trade wars, ongoing Brexit negotiations which seem destined for a “No Deal”, the U.K. Conservative party’s vulnerability and the potential for a Corbyn […]

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Category: Business, Investment management

ron walker, clarion wealth management founder

Meet the Clarion Family

Meet Ron Walker What is your role at Clarion? My official title is “Founder” and my main roles are to set the strategic direction, guard the brand culture and bring in high-level clients. I also personally look after a small number of Clarion’s wealthiest client families. How did you take your first steps in to […]

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Category: Uncategorised

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – July 2018

Economic Outlook The key points discussed by the Committee were as follows: The UK Prime Minister’s Brexit stance has become super soft, which weakens the UK’s position in future negotiations. Under the new proposal the UK will not gain sovereignty, will lose its voice at the table and will continue contributing to the European budget. […]

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Category: Financial Planning, Investment management

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