Wisdom Shared

Prepared for UK professional advisers only. In this hot-take, Managing Director Charlie Parker and CIO Fahad Hassan examine whether the tariff drama of recent weeks has actually shown us the limits, rather than the extent of President Trump. They consider whether the Bank of England rate cut will let Rachel Reeves change tack as well as giving an update on the market signals that drive our tactical asset allocation.

 

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.

 

Prepared for UK professional advisers only. In this episode, we meet Keith Richards, the founder and CEO of Consumer Duty Alliance, as we explore the organisation's efforts to collaborate with Independent Financial Advisers (IFAs) and the Financial Conduct Authority (FCA) to improve consumer outcomes.

As the Alliance nears its two-year mark, Keith shares insights into the formation and objectives behind Consumer Duty Alliance, including its roots in the Financial Vulnerability Task Force.

We delve into the challenges and successes of aligning different groups and voices within the financial sector, discussing the Alliance's unique approach to fostering good practice and positive change. Keith emphasises the importance of outcomes-based regulation and the shift away from prescriptive rules.

We also take a closer look at the FCA's commitment to collaborate with small and large firms, sharing evidence of regulatory shifts and initiatives, aimed at advancing access to quality financial advice.

This episode is the first in a two-part series, look out for the next episode, where we will take a closer look at the challenges surrounding the advice gap.

 

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.

 

Prepared for UK professional advisers only. In this episode of Wisdom Shared, Chris Holdoway and Fahad Hassan delve into the anticipated impacts of Donald Trump's re-election on the US economy and global markets. They explore the potential shift in US policies, reactionary measures by other nations, and how these changes could influence market dynamics worldwide.

The discussion highlights the importance of diversification beyond the well-performing 'Magnificent Seven' stocks, emphasising the opportunities for growth in smaller and overlooked sectors, as the US market seems poised for broader profit expansions, particularly with Trump's anticipated policy influences.

 

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.

 

 

Prepared for UK professional advisers only. In this episode of the Wisdom Shared podcast by Albemarle Street Partners, Chris Holdoway and Chief Investment Officer Fahad Hassan delve into the financial markets landscape for 2025. They discuss the sustained outperformance of the US markets to date and the potential narrowing of its lead compared to global counterparts. The conversation emphasizes the importance of maintaining a diversified investment approach, especially given the attractive valuations in other regions.

The discussion also covers the trajectory of the US dollar and its implications on emerging markets. Interesting insights are shared regarding the Federal Reserve's interest rate policies and their effect on global market dynamics. The episode discusses the opportunities for multi-asset investors, particularly in monitoring asset allocations amidst a backdrop of evolving geopolitical and economic scenarios.

 

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.

 

Prepared for UK professional advisers only. In this episode we meet three experienced financial advisers to delve into the challenges of personalised retirement planning.

Our guests share their approaches to managing the transition from accumulation to decumulation, including the use of cashflow modelling and the importance of understanding client vulnerabilities. They provide valuable perspectives on balancing withdrawal rates with risk tolerance, and the role of technology in client communications.

We are very grateful to Paul Blight of Tier One Capital, Linzi Deane from Augustine Financial Planning, and Kevin Salter of The Salterguide for joining us on stage at our 2024 annual investment conference, from which this episode is recorded. 

 

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.

 

Prepared for UK professional advisers only. Welcome to another episode of Wisdom Shared. Today, we are joined by Dr. Hannah Critchlow, a neuroscientist, author, and broadcaster, to delve into the intricate workings of the brain. From anxiety to decision-making, Dr. Critchlow explains how our brains work and provides insights into managing anxiety through techniques such as meditation and exercise, and how these practices can improve our decision-making processes.

Learn practical tips for financial advisers on how to better support anxious clients, including the benefits of meetings in nature and the importance of making clients feel heard. 

Join us for a fascinating conversation that blends neuroscience with practical advice, aimed at helping you understand and optimise your brain's potential.

 

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.

Prepared for UK professional advisers only. Charlie Parker analyses the Federal Reserve's first rate cut in nearly four years, examining its implications for markets and investment portfolios.

 

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.

 

Prepared for UK professional advisers only. Welcome to another episode of Wisdom Shared by Albemarle Street Partners. In this episode, we dive into the implications of the recent government change in the UK, with Keir Starmer's landslide victory shaking up the political landscape.

Our guest, Simon Harrington, Head of Public Affairs for PIMFA, joins us to dissect what this means for financial services regulation, and the broader economic environment. We explore the government's approach to financial services, potential tax reforms, and the anticipated impact on financial advice.

Simon shares his thoughts on the government's upcoming autumn budget expectations. We also discuss the importance of regulatory stability and the role of small financial advice firms in this evolving context.

 

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.