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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Following on from our recent article on the Neil Woodford Funds and the reasons why we did not include these Funds in the Clarion Portfolios, we thought it might be helpful for our clients to understand the process followed by the Clarion Investment Committee and Fund Analyst when selecting and recommending Investment Funds. Of course, […]
Category: Investment management
We’re delighted to welcome Jacob Hartley to the Clarion family, who has joined as an Associate Financial Planner. Here, we find out how he took his first steps into financial planning, who has inspired him in life and what he thinks makes Clarion unique …
Category: Our team news
Minutes of the Investment Committee Meeting held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ on 20thJune 2019.
Category: Financial Planning, Investment management
Politics continues to dominate both stock market and general economic sentiment. In particular, the continuing trade dispute between the USA and China is a focus of concern for investors, as higher import tariffs start to come into effect. Sentiment has also been impacted in the technology sector by the US targeting Chinese telecoms giant Huawei, […]
Category: Business, Thought pieces
CHINA-US TRADE WAR—THREAT OR OPPORTUNITY? In recent years, many financial commentators have been predicting the end of globalisation and a move into a multi-polar world order, with disenchantment over widening income and wealth distribution driving a changed environment. The US trade war with China is an obvious recent example. In this commentary, we consider the […]
Category: Business, Thought pieces
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management
Meet Sharon Sutherland What is your role at Clarion? I am an ‘Adviser Client Support’, providing administration assistance to the adviser and paraplanner along with some additional duties. How did you take your first steps in to Financial Planning? In South Africa I started off in banking and worked there for around nine years. I […]
Category: Our team news
WOODFORD EQUITY INCOME FUND Clients will no doubt have seen some of the extensive press comments on the recent dealing restrictions placed on this fund by the Fund Manager. This Clarion commentary on the events leading up to the dealing suspension might be of interest and provide reassurance to our clients. Clarion considered investing in […]
Category: Business, Thought pieces
Meet Adam Wareing What is your role at Clarion? Head of Operations. It’s my job to manage change and ensure we’re working efficiently to benefit our clients. How did you take your first steps in to Financial Planning? I fell into it! The reason I moved back to Manchester following my undergraduate degree in Sheffield […]
Category: Our team news