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We work with financial advisers across the UK – from local firms to large national networks – and our approach is one of partnership. Everything we do is designed to make life easier for you, allowing you to spend more time with your clients and running your business. As well as focusing on consistent investment performance, we can support you with timely economic and market updates, and regularly provide our thoughts on new legislation.  We are also able to provide a completely bespoke way of reporting and pride ourselves on high quality efficient administration and communication.

Meet the Distribution Team

Steve Neal
Steve Neal
Account Director (South East Coast)
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Grant Bentley
Grant Bentley
Account Director (South West)
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Ian Hunter
Ian Hunter
Account Director (South)
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Knowledge Hub

Bonds and Convexity Explained

Bonds and Convexity Explained

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
‘Tell Sid’ nostalgia returns as government to sell NatWest stake

‘Tell Sid’ nostalgia returns as government to sell NatWest stake

In his Autumn Statement speech, the Chancellor Jeremy Hunt announced that the government would sell its stake in high street lender NatWest Group.
Has Christmas come early for equity markets & assessing fixed income opportunities

Has Christmas come early for equity markets & assessing fixed income opportunities

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Six Autumn Statement changes that could affect your finances

Six Autumn Statement changes that could affect your finances

Chancellor Jeremy Hunt has delivered his 2023 ‘Autumn Statement for growth’, announcing a few headline-grabbing moves that could affect your money.
UK, US & Eurozone Inflation fall, and we dive into 'Goldilocks Investing'

UK, US & Eurozone Inflation fall, and we dive into 'Goldilocks Investing'

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
AUTUMN STATEMENT 2023

AUTUMN STATEMENT 2023

What to expect, and what’s on our wish list
UK delivers no 3rd Quarter Growth, India look to grow its bond market

UK delivers no 3rd Quarter Growth, India look to grow its bond market

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Examining Japanese Yield Curve Control and a focus on UK & US interest rates

Examining Japanese Yield Curve Control and a focus on UK & US interest rates

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Managing risk in a world of conflict

Managing risk in a world of conflict

In October, Bill Ackman's surprising move in the US Treasury bond market due to increasing geopolitical risk highlights the importance of monitoring macroeconomic uncertainty. Geopolitical risk has also affected gold, oil, and the VIX Index. We're observing shifts in corporate behavior in Japan and opportunities in the utilities sector, particularly in clean energy.
US Economy shines in Q3, as ECB hits pause

US Economy shines in Q3, as ECB hits pause

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
A closer look at the attractive Japanese Economy

A closer look at the attractive Japanese Economy

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
 Examining the Equity market dominating 'Magnificent Seven'

Examining the Equity market dominating 'Magnificent Seven'

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Rising US government bond yields bring global challenges

Rising US government bond yields bring global challenges

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Net zero to not zero? How climate pivot could affect your portfolio

Net zero to not zero? How climate pivot could affect your portfolio

The Prime Minister wants to change the pace of the UK's net zero carbon emissions pathway to protect the economy. Globally, the amount of finance pledged towards the climate transition falls far short of what is needed. This month we ask what a disorderly move towards net zero could mean for your investments.
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