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.
(Return to all News and Updates)
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
“A real man smiles when in trouble, gathers strength from distress and grows by reflection.” Thomas Paine, political activist August is a time for reading and reflection. This year has turned out to be very different from what we expected. So much of our everyday reality has changed because of Covid-19. It has been a […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
There is no such thing as a rich pessimist – Max Warburg, German banker The year has only just passed the half-way mark but the history of Covid-19 and how it should best be combatted will not be written for a long while yet. The past few months have been an exceptional time for all […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
‘Navigator’ is the term used for someone who is responsible for the path or journey of a vessel or aircraft and the science around ensuring it gets from place to place, and to its eventual destination, safely. As such, Clarion’s new fund name fits well with the medium to long-term objective to provide a balance […]
Tags: investments, MGTS Clarion Navigator Portfolio, new fund
Category:
Investment management
Minutes of the Clarion Investment Committee held at 2pm on March 26, 2020 by video link. Committee members in attendance: – Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing […]
Tags: Explorer, funds, investments, Meridian, Prudence
Category:
Financial Planning,
Investment management
We can’t pretend to have anything new to say about the coronavirus except that we hope our clients and their families are keeping safe and well and free from the disease. Also, like everyone else we hope the pain and suffering of those people affected by the virus will soon dissipate. In these difficult days […]
Tags: Coronavirus, investments, stock markets
Category:
Investment management,
Thought pieces
Out of adversity comes opportunity: economic and stock market commentary
As always we sincerely hope that all our clients, their families and friends are keeping safe and well. On the other side of the windows out of which we now watch the world, spring is in full bloom and the first shoots of the plan to exit lockdown is gathering pace. Covid-19 has had catastrophic […]
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Tags: COVID 19, debt risk, disruptive innovation, economic commentary, investments, markets
Category: Investment management