Investor Insight - December

2018 has been a difficult year for investors across most asset classes, but we remain cautiously positive about the outlook for 2019. Read our latest market update and outlook for the year ahead.

Read more

Updated for 2018: Retirement planning guide

Financial wellbeing in retirement is important. Download our free guide designed to help you understand your options and start preparing for the retirement you want.

Access the guide

Updated: Inheritance Tax and estate planning guide

We have updated our free guide on IHT: the main exemptions, the reliefs, the importance of making a will and more.

Download the guide

Latest news

  • Search to find oldest family business employee

    15 Apr

    Close Brothers Asset Management (CBAM) and Family Business United have launched a UK-wide search to find the longest-serving employees working for family firms, as well as Britain’s oldest family business employee.

    Full story
  • Happy Birthday MMR

    02 Apr

    Last April, the biggest piece of mortgage regulation in a decade came into force. The rules have been in place for almost a year and have affected every broker and borrower in how they apply for mortgages. This week, Mortgage Strategy investigated how the MMR has shaped the market in the past 12 months.

    Full story
  • Starter Homes Scheme

    02 Mar

    You may have read in the weekend's press that the government has announced that First-time buyers under the age of 40 can now register to buy a new homes at a discount of up to 20% off the normal price. The offer is part of the governments new Starter homes scheme to encourage home ownership and construction on previously used brownfield land.

    Full story

Investment insights


Weekly Updates

We provide updates to help keep you informed on market movements.

Find out more
lamp in the city

Monthly outlook

Our monthly outlook looks at what we think will happen in the coming weeks.

Find out more
walking down stairs

Quarterly insight

Our quarterly insight is a round up of the trends in the market.

Find out more
market responses

Market responses

Our timely responses to the latest market happenings.

Find out more
Contact us
Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.