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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Minutes of the Clarion Investment Committee held at 1pm on 6th May 2021 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley (JH) Associate Financial Planner (Clarion Wealth Planning) Dmitry […]
Tags: fund, Investment committee, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator, MGTS Clarion Prudence
Category:
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 8th April 2021 by Video Link. Committee Members in attendance: – Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Ron Walker (RW) Managing Director (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley […]
Tags: funds, Investment committee, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
Meet Sam Petts, one of our financial planners, who also holds the important role as chairman of the Clarion Investment Committee. Sam has been an active member on the committee for a few years now but became the chairman earlier this year. Here he tells us about the role of chairman on the committee and […]
Tags: funds, Investment committee, investments, markets, wealth management
Category:
Investment management
Minutes of the Clarion Investment Committee held at 10am on 17th September 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Matt Jealous (MJ) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Investment committee, investments, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, wealth management
Category:
Investment management
Minutes of the Clarion Investment Committee held at 2pm on July 16, 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Explorer, funds, Investment committee, Meridian, Navigator, Prudence
Category:
Investment management
Minutes of the Clarion Investment Committee held on June 18, 2020, at 2pm by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Explorer, investment, Investment committee, investors, Meridian, Prudence
Category:
Investment management