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Investment Notes

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
13 October 2022
Listen to our quarterly economic and investment update, recorded on 13 October 2022, with the following contributors from London Wall Partners (“LWP”):
  • Ian McCafferty, CBE, former member of the Bank of England's Monetary Policy Committee and member of the LWP Investment Committee;
  • Stuart Fowler, Investment Director of LWP; and
  • Nick Fletcher, Senior

BALANCED MODEL PORTFOLIO FACTSHEET - 30 JUNE 2022

Published on
5 August 2022
The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

MODERATELY ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 30 JUNE 2022

Published on
5 August 2022
The Moderately Adventurous Model Portfolio aims to achieve long term returns from a combination of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 30 JUNE 2022

Published on
5 August 2022
The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

HIGHLY ADVENTUROUS MODEL PORTFOLIO FACTSHEET- 30 JUNE 2022

Published on
5 August 2022
The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

QUARTERLY ECONOMIC AND INVESTMENT UPDATE - CONFERENCE CALL

Published on
14 July 2022

Listen to our quarterly economic and investment update, recorded on 14th July 2022, with the following contributors from London Wall Partners (“LWP”):

HIGHLY ADVENTUROUS MODEL PORTFOLIO FACTSHEET- 31 MARCH 2022

Published on
3 May 2022
The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

ADVENTUROUS MODEL PORTFOLIO FACTSHEET - 31 MARCH 2022

Published on
3 May 2022
The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

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