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Prepared for professional advisers only. Capital at risk. Join Albemarle Street Partners as we dive into discussions with our great community of financial advisers, tackling the pressing issues of today and exploring investment themes with our CIO Fahad Hassan.
Episodes
Wednesday Jul 24, 2024
Wednesday Jul 24, 2024
Prepared for professional advisers only. The last 30 days has shown us how quickly the political landscape can change. Amidst an avalanche of political disruption, this episode analyses what it could mean for the economy, financial markets and client outcomes.
Albemarle Street Partners’ Managing Director Charlie Parker and CIO Fahad Hassan reflect on the Labour Party's election success and subsequent large majority in UK Government, they consider reasons to be positive about the UK's future and what we can expect from Keir Starmer and Rachel Reeves.
They also examine significant political shifts in Europe and what leadership changes we may see there. They discuss Donald Trump’s strengthening position in the United States and how the choice of JD Vance as vice presidential candidate signals that the Republican Party is no longer fiscally conservative.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Friday Jul 05, 2024
Friday Jul 05, 2024
Prepared for professional advisers only. Charlie Parker, the managing director at Albemarle Street Partners meets Lee Robertson, the founder and CEO at Octo Members Group and former CEO of Investment Quorum. They discuss the role of anxiety in investment decisions and how advisers can help clients to hold their nerve when it comes to making the best decisions for their financial futures.
Lee is open about his own anxiety and what strategies have helped him personally. They talk about the importance of trust and open communications when money is an emotive subject for many people. They describe the role of a financial adviser in dealing with uncertainty truthfully, helping clients to make sound decisions that will stand them in good stead for a broad range of scenarios.
During the podcast Charlie mentions research into influences on people's investment decisions, the research can be found here.
Our Investors' Guide to Markets, which is designed to support professional advisers in conversations with clients at critical junctures, is available to request here.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Thursday Jun 27, 2024
Thursday Jun 27, 2024
Prepared for professional advisers only. Eleanor Williams, the partnerships director at Albemarle Street Partners, sits down with Ray Tuffield, managing partner and founder of Courtney Havers LLP. Ray shares his experience as an independent financial adviser who has been in the business for over thirty years, having built a successful financial advice firm.
Ray has remained proudly independent and has seen his business thrive despite the changing and challenging nature of the sector.
In this episode they discuss the enduring importance of soft skills and a personal approach to financial advice despite the challenges new technology brings. Eleanor hears how Ray has adapted and kept pace with the regulatory changes impacting the industry as it becomes increasingly professionalised. Finally, they talk about leadership, motivation and what success looks like to Ray.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Friday Jun 07, 2024
Friday Jun 07, 2024
Prepared for professional advisers only. In this brief, but timely episode, Charlie Parker discusses the implications of the upcoming UK general election on financial services, personal finances, and market conditions.
Financial Services: The episode begins with an analysis of how the election might impact the financial services industry. Both major parties are expected to maintain continuity with existing policies, including the Edinburgh reforms aimed at deregulating the City of London to attract international investors.
Personal Finances: Charlie explores the potential effects on personal finances, noting that significant changes to income tax or national insurance are unlikely. However, both parties have ambitious fiscal targets, which could lead to increased taxes or spending cuts in the future.
Market Impacts: Finally, the discussion turns to the stock market, which has struggled since Brexit. The episode delves into the need for a fundamental change in the UK's relationship with Europe to boost market attractiveness and growth.
Stay tuned as we continue to monitor developments and provide updates on the potential risks and opportunities for investors as the election approaches.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Tuesday May 28, 2024
Tuesday May 28, 2024
Prepared for professional advisers only. After what has felt like a lost decade for the UK stock market, investors may be wondering whether there is still a case for holding onto UK assets within diversified portfolios.
Charlie Parker, managing director and Fahad Hassan, CIO, at Albemarle Street Partners, consider the recent underwhelming performance and a decline in new listings in the London market. They examine how the strength of the UK market has changed and whether there is reason to be positive about its future.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Tuesday May 21, 2024
Tuesday May 21, 2024
Prepared for professional advisers only. There are multiple options available for financial advisers when it comes to deciding how you want to practice - whether it's joining a national or network, a local firm, or taking the independent route.
Establishing your own firm involves obtaining direct authorisation from the Financial Conduct Authority (FCA). While this process may be more challenging and requires a higher level of responsibility and compliance, it offers advantages such as increased independence and flexibility.
In this episode, Nathan McKerlie, the partnerships manager at Albemarle Street Partners, engages in a conversation with Craig Atkins from CA Financial, located in Sevenoaks, discussing the journey of starting his own business and the rewards and obstacles it brings.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
Prepared for professional advisers only. The internet was the last huge disruptive technology that transformed society, now with the rise in AI technologies, will the internet survive and how should investors respond to this latest disruptive force?
In this episode, Albemarle Street Partners’ managing director Charlie Parker and CIO Fahad Hassan discuss the impact AI will have on businesses, adding productivity for some but challenging others. They consider which of the big tech companies will be the winners and which will lose out, taking into account lessons learned from the growth in social media use and streaming services.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
Prepared for professional advisers only. Join us as we dive into discussions with our great community of financial advisers, tackling the pressing issues of today and exploring investment themes with our CIO, Fahad Hassan. Stay tuned for episode 1.
Website
To learn more about Albemarle Street Partners, visit aspim.co.uk
Important information
Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.
Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.