Articles

With a visibly changing climate, where might you fit renewables in your investment portfolio? Well, the odds are that you already have an allocation to…

According to – a lot of – data, women are more likely than men to take career breaks for childcare. A new report says this…

If you’re puzzled by the mismatch between a flying FTSE100 and a foundering UK economy, you’re not alone. But, the mismatch is more about the…

Academic research from the 1970s has been helping nudge investment portfolio returns upwards ever since. By focusing on certain, specific characteristics – or factor tilts…

“Our turnaround plan is going to be a long and challenging journey spanning eight years, so managing our finances efficiently is crucial.”[i] Alastair Cochran, Chief…

When it comes to investing your capital, evidence rules. Yet, over the last year or so, people have placed more money into active fund managers…

Retirement is one of the biggest steps we take. It’s perfectly normal to be apprehensive but, with some sensible planning, it’s possible to take the…

You can probably work out what wealth managers’ daily routine are like. There’s research, meeting with clients, analysis and planning. These are all essential parts…

Ever heard of behavioural finance? It’s a social science that explains why people buy expensive things, sell cheap ones, and make all sorts of other…

The financial profession loves an acronym. While most are just obscure jargon, some are more straightforward, such as ESG. To put it simply, this acronym…

It’s not always easy to find the right expert, who you can trust will listen to your needs, provide good value in meeting those needs,…

Danielle Sissons, Technical Analyst, and newest addition to the First Wealth team, has had quite the journey. She is a fantastic addition to the team,…