True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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In the early stages of a new business venture, we often find that entrepreneurs are so focused on building and growing their new brand, that they neglect their personal finances. Here one of Clarion’s Chartered Financial Planner’s – Jacob Hartley – talks through how as a company we work with many young entrepreneurs and take on […]
Tags: clients, entrepreneurs, financial planning, future finance, personal wealth
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management
“Down cycles are not fun. But they form the basis for enormous future profitability.” – Steven A. Schwarzman. American billionaire businessman and philanthropist and Chairman of The Blackstone Group, a global private equity firm. Ukraine The war in Ukraine grinds on with tragedy around every corner but Russia is finding the going far more challenging than […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (11th May 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The Clarion Investment Committee met on Wednesday 11th May with thoughts dominated by […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (7th April 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. China is experiencing its worst COVID outbreak since the first wave in […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“In many ways, the stock market is like the weather in that if you don’t like the current conditions, all you have to do is wait a while.” Louis A Simpson, CEO and President of US Government Employees Insurance Company and close friend, confidante and adviser to Warren Buffett of Berkshire Hathaway. Ukraine-Russia Conflict […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (10th March 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Since the full-scale military attack on Ukraine, launched by Russia on Thursday 24th […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“Be happy for this moment. This moment is your life.” Omar Khayyam (1048-1131). Persian astronomer, historian, philosopher and poet. The Russia-Ukraine Conflict Russia’s invasion of Ukraine is first and foremost a humanitarian tragedy and we hope for a peaceful solution although the prospects are finely balanced. It is difficult to imagine what a ‘fair’ peace […]
Tags: inflation, Russia, stock markets, Ukraine
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Please note our meeting took place prior to the events in Ukraine last week and the commentary reflects that. Economic commentary and market outlook The following notes summarise the main points discussed […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” Winston Churchill (1874-1965), British Statesman and former Prime Minister Economic Update The first few days of February had distinct echoes of January with the contrasting fortunes of two prominent American technology companies taking centre stage. Facebook The month had only […]
Tags: Amazon, Facebook, inflation, Russia, Ukraine
Category:
Investment management