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Astute Private Wealth Ltd
United Kingdom
เข้าร่วมเมื่อ 26 ก.ค. 2023
We are a chartered financial planning firm, with offices in Ewloe, Liverpool and Knutsford.
The colleagues that feature in our regular videos are:
Chief Investment Officer Dr. Scott Osborne CFA. Scott started working in investment management following his PhD from Liverpool University. Before working as CIO, Scott gained experience as an investment analyst and asset class strategist.
Head of Group Communications Hannah Kennedy AdvDipFA has worked in financial services for 8 years, following completion of her maths degree. Hannah qualified as a chartered associate of the LIBF, has completed the IMC and has passed the level 1 CFA exam.
Head of Client Proposition Elliot Unsworth CFP Chartered FCSI joined the profession over 12 years ago following completion of his maths degree. Elliot is responsible for running our Liverpool Office, is regulated to give advice, and is Chartered, Certified and a Fellow with the CISI.
The colleagues that feature in our regular videos are:
Chief Investment Officer Dr. Scott Osborne CFA. Scott started working in investment management following his PhD from Liverpool University. Before working as CIO, Scott gained experience as an investment analyst and asset class strategist.
Head of Group Communications Hannah Kennedy AdvDipFA has worked in financial services for 8 years, following completion of her maths degree. Hannah qualified as a chartered associate of the LIBF, has completed the IMC and has passed the level 1 CFA exam.
Head of Client Proposition Elliot Unsworth CFP Chartered FCSI joined the profession over 12 years ago following completion of his maths degree. Elliot is responsible for running our Liverpool Office, is regulated to give advice, and is Chartered, Certified and a Fellow with the CISI.
New Year Outlook: Fund Positioning and Risks for 2025
Happy New Year! In our first update of the year, the Astute Investment Management team share their outlook for 2025.
This update covers the driving factors behind three key positions in the funds, including President-elect Donald Trump, the expectation that stock market performance will come from the broader market and not solely from large companies, and large government deficits. It also covers some of the key risks that overhang decision making in 2025.
💻 Socials:
Website - www.astuteprivatewealth.co.uk/
LinkedIn - www.linkedin.com/company/astuteprivatewealth/
🔔 Subscribe to our channel:
www.youtube.com/@AstutePrivateWealthLtd
This update covers the driving factors behind three key positions in the funds, including President-elect Donald Trump, the expectation that stock market performance will come from the broader market and not solely from large companies, and large government deficits. It also covers some of the key risks that overhang decision making in 2025.
💻 Socials:
Website - www.astuteprivatewealth.co.uk/
LinkedIn - www.linkedin.com/company/astuteprivatewealth/
🔔 Subscribe to our channel:
www.youtube.com/@AstutePrivateWealthLtd
มุมมอง: 248
วีดีโอ
Merry Christmas! Our 2024 Highlights
มุมมอง 37514 วันที่ผ่านมา
As we approach the end of 2024 and look forward to celebrating Christmas with loved ones, we’re taking a moment to reflect on our proudest achievements and highlights from 2024. Of course, as it’s Christmas, we’ve added a touch of festive fun to bring a bit of seasonal cheer your way! 💻 Socials: Website - www.astuteprivatewealth.co.uk/ LinkedIn - www.linkedin.com/company/astuteprivatewealth/ 🔔 ...
Pensions Under Fire in Labour’s IHT Overhaul - Budget 2024
มุมมอง 3.3Kหลายเดือนก่อน
The proposed changes to pension death benefits proposed in the budget are significant, especially when combined with changes to inheritance tax reliefs. If you are new to Astute, and would like to talk about anything discussed in this video, you can contact us on enquiries@astutepwltd.co.uk. As the dust settles on the first Labour budget since 2010, it is clear that the government’s tax increas...
Trump’s Victory and Labour’s Budget: Quarterly Market Update Q4 2024
มุมมอง 232หลายเดือนก่อน
Many of the key macroeconomic events on our radar for 2024 have now unfolded: the results of the US Presidential election were called quickly in favour of Donald Trump, and Labour’s ‘book balanced budget’ (with lots of spending promises) helped boost market sentiment, there is a lot to digest. In this Astute Quarterly Market Update for Q4 2024, Hannah Kennedy is joined by Dr Scott Osborne to di...
Pensions, IHT, CGT, and NICs: Labour’s £40bn Tax Raid
มุมมอง 7442 หลายเดือนก่อน
Labour’s long awaited autumn budget has finally been delivered, and we are grateful to have some certainty at last. In this update, we cover the tricks and treats in Labour’s £40billion tax raising budget, including a hike to employer National Insurance contributions, a hike to Capital Gains Tax, and Inheritance Tax changes to pensions and reliefs. We are working hard to dig into the details of...
Trump vs Harris: How Does the US Election Work?
มุมมอง 3562 หลายเดือนก่อน
With the US election just around the corner, Hannah is joined by Dr. Scott Osborne to break down what you need to know, what impact it may have on the VT Astute funds, and whether it really matters who wins. This US Election Special breaks down key concepts such as the Electoral College, Congress, the House and Senate, swing states, and the major policies of both candidates. Chief Investment Of...
Astute Fund Overview: What Has Changed and Why
มุมมอง 2512 หลายเดือนก่อน
In this update, the Astute Investment Management team shares insights on recent market moves and how they have influenced the positioning of the VT Astute funds. This overview delves into their approach to emerging markets - explaining what ‘emerging markets’ are, and detailing the funds’ exposure to both emerging market debt and equity. It also highlights how market sentiment provided an oppor...
What Could Labour's Budget Mean for Your Money?
มุมมอง 6K2 หลายเดือนก่อน
In the run up to Labour’s first budget at the end of the month, clients have questions and concerns about what it could contain. With speculation running high in the long lead-up to the budget, it’s only natural to feel some uncertainty. In our latest video, we cover the political landscape leading up to the budget and highlight some of the key areas that we will be monitoring. Whilst the unkno...
Base Rate Held at 5.00% as Inflation Hugs Its Target
มุมมอง 2613 หลายเดือนก่อน
#investmentupdate On Thursday, the Bank of England held the base rate at 5.00%, following an inflation release slightly above the central bank’s 2% target. This overview explores the recent central bank meetings in the UK, Eurozone and US, and takes a step back to see the bigger picture - inflation is cooling, and interest rate cuts are on the horizon. 💻 Socials: Website - www.astuteprivateweal...
August Volatility: The Perfect Storm and the Steady Recovery
มุมมอง 2154 หลายเดือนก่อน
#investmentupdate As we approach the end of summer, we find ourselves in that quieter time of year for many businesses, and typically for markets too. Whilst the sunny August Bank Holiday gave the London Stock Exchange a break from trading, we’ve had a strong reminder that market dynamics never truly take holidays, even when many of us do. The latest market overview covers recent market volatil...
Prepared to Retire but Choosing to Work - Insightful Planning with Astute
มุมมอง 2764 หลายเดือนก่อน
#financialplanning #retirementplanning William enjoys quality time with his family, exploring the beauty of North Wales, and working part-time as a Park Ranger. He also values peace of mind, knowing that he can comfortably retire whenever he chooses. In this video, Financial Planner Stephen Spencer walks us through the financial plan that makes this possible. Discover how we’ve helped William r...
Has the War on Inflation Finally Been Won? - Quarterly Market Update Q3 2024
มุมมอง 1904 หลายเดือนก่อน
#uselection #ukelection #interestrates #inflation #marketvolatility Hannah Kennedy, BSc (hons) Adv DipFA, is joined by Dr. Scott Osborne, CFA, to discuss the recent UK and upcoming US election, including the surprising developments in both regions: the attempted assassination of Donald Trump, Joe Biden stepping aside to make way for Kamala Harris, and the UK election being called in July. They ...
Political Surprises and Small and Mid-Cap Stock Surge - Astute Market Overview
มุมมอง 2095 หลายเดือนก่อน
#uselection #labourparty #investmentupdate A lot has happened since our last update, making it difficult to know where to begin! In the latest overview, the Astute Investment Management team explores the unexpected changes in the US presidential race, the new Labour government, and the recent strong performance of small and medium-sized companies (often referred to as small and mid-cap stocks)....
Taking Some Currency Risk off the Table: Astute Fund Overview
มุมมอง 1095 หลายเดือนก่อน
#investmentstrategies #financialplanning The Astute Investment Management team have released the latest Astute Fund Overview, to highlight some of the recent changes made in the VT Astute funds. The overview breaks down the latest trades into ‘what we did’ and ‘why we did it’, covering currency hedging, the positive outlook for small to medium sized companies, and how the likely slow decline in...
Change of Plan: How Can I Retire Early? Insightful Planning with Astute
มุมมอง 1746 หลายเดือนก่อน
#financialplanning #retirementplanning #retireearly #financialadvice Following a life changing holiday, and the devasting loss of a close friend, our client Mary wished to retire early. In our latest update video, Elliot Unsworth illustrates how we helped Mary to plan for this objective, forecasting what was possible and planning how to get there. This is the fourth in our series of Insightful ...
Why This Week's General Election Doesn't Concern Markets - Astute Market Overview
มุมมอง 1226 หลายเดือนก่อน
Why This Week's General Election Doesn't Concern Markets - Astute Market Overview
Global Elections are Well Under Way, What Does This Mean for Markets? Astute Market Overview.
มุมมอง 1076 หลายเดือนก่อน
Global Elections are Well Under Way, What Does This Mean for Markets? Astute Market Overview.
Retirement Options: Annuity and Drawdown - Insightful Planning with Astute
มุมมอง 2877 หลายเดือนก่อน
Retirement Options: Annuity and Drawdown - Insightful Planning with Astute
Key Stock Markets Are Pushing All-Time Highs - Astute Market Overview 21st May 2024
มุมมอง 1357 หลายเดือนก่อน
Key Stock Markets Are Pushing All-Time Highs - Astute Market Overview 21st May 2024
Why Exchange Rates Matter - Q2 2024 Quarterly Market Update
มุมมอง 1967 หลายเดือนก่อน
Why Exchange Rates Matter - Q2 2024 Quarterly Market Update
$1Billion Vote of Confidence for UK Self-Driving Car Technology - Astute Market Overview
มุมมอง 747 หลายเดือนก่อน
$1Billion Vote of Confidence for UK Self-Driving Car Technology - Astute Market Overview
ISA vs Pension - Insightful Planning with Astute
มุมมอง 6478 หลายเดือนก่อน
ISA vs Pension - Insightful Planning with Astute
Who Will Be First to Cut Rates? - Astute Market Overview 17th April 2024
มุมมอง 978 หลายเดือนก่อน
Who Will Be First to Cut Rates? - Astute Market Overview 17th April 2024
Bonds Are Back in Town - Highlight from Our Q4 2023 Astute Market Update
มุมมอง 1338 หลายเดือนก่อน
Bonds Are Back in Town - Highlight from Our Q4 2023 Astute Market Update
Taking Advantage of Opportunities Amidst Strong Market Performance - Astute Fund Overview
มุมมอง 1238 หลายเดือนก่อน
Taking Advantage of Opportunities Amidst Strong Market Performance - Astute Fund Overview
Preparing the Market for a Potential Interest Rate Cut - Astute Market Overview
มุมมอง 229 หลายเดือนก่อน
Preparing the Market for a Potential Interest Rate Cut - Astute Market Overview
Financial Planning Explained! Insightful Planning with Astute.
มุมมอง 4119 หลายเดือนก่อน
Financial Planning Explained! Insightful Planning with Astute.
Japan's Economy - Astute Market Overview 14th march 2024
มุมมอง 209 หลายเดือนก่อน
Japan's Economy - Astute Market Overview 14th march 2024
The UK Economy Enters a Shallow Recession: Astute Market Overview 22nd February 2024
มุมมอง 2910 หลายเดือนก่อน
The UK Economy Enters a Shallow Recession: Astute Market Overview 22nd February 2024