Author Archives: GiltEdge

The best of a bad bunch?

The best of a bad bunch? The thoughts of Gilt Edge.

 

A snap election called by Theresa was a shock to the system after the Easter break. On reflection, her timing is very sensible. The Conservatives were ahead in the polls and have themselves suggested there is not much of an opposition to their winning. One of the first surveys by ComsRes had the Conservatives ahead of Labour by 21 points. This is the greatest lead any Conservative party in power has had since 1983 and the largest of any party since 2009. Many Labour supporters will disagree as Jeremy Corbyn is exceeding expectations and closing the gap consistently week on week, with figures from four major polls reducing the gap to between 9 and 13 points.

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Does your CIP compliment your practice

The importance of a Central Investment Proposition (CIP) is now fundamental for a successful IFA practice.

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Update on the French Presidential Election

Deuxième round – a Macron victory? The thoughts of Gilt Edge.

 

Is it presumptuous to predict an overwhelming victory for Emmanuel Macron on Sunday? Possibly, take Brexit or the election of President Trump. We would point out that, in fact, the Netherlands vote went the way of the polls and due to the system, the French electorate chooses its next President, it seems Mr Macron has too much support for Marie Le-Pen to overturn.

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Successful Succession Planning

Succession Planning – How feasible is this option?

 

Succession planning is becoming ever more important for IFAs due to the changing financial advice sector. Since the implementation of RDR, increasing regulatory fees, more advisers reaching retirement age and client banks getting older, many firms are now in the process of evaluating what to do next.

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Your Investment Committee – are you meeting the requirements?

Do you hold quarterly investment meetings in your practice? Would an independent, unbiased overview benefit your practice?

 

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Stand out from the crowd – a unique approach

In a recent survey it was found that 9 out of 10 financial advisers use a Discretionary Fund Manager (DFM) as the core element of their Central Investment Proposition.

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Theresa May and Her 12 Point Brexit Plan

Everything is leading to a hard Brexit and massive uncertainty. The thoughts of Gilt Edge.

It seems that politics and political rhetoric have dominated investment markets for the past two weeks. This provides risks and volatility to markets as political risk can rarely be priced in correctly.

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Issues IFAs may face – Standard Life

Standard Life, This document has been writtten in publication and is for investment professionals only. An excellent article on the issues Financial Advisers may face and where Gilt Edge can support you.

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How can Gilt Edge support you?

Gilt Edge Investment Consultancy is an independent firm set up and managed by Ian and Simon Jackson. We provide, assist and guide IFAs in running their centralised Investment Propositions.

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What can be expected from Investment Markets in 2017?

Investment Review – What lies ahead in 2017? The thoughts of Gilt Edge.

January 2016 saw investors pricing in the first rate rise in the US for years and a consolidation of the oil price following the falls in 2015.

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