Investment Update
“Owning a sensible spread of holdings, combined with the cushion provided by a judicious selection of alternative investments, enabled our portfolios to cope well." Martyn Surguy, Chief Investment Officer
In this quarter's update, Matthew Yeates, Head of Alternatives and Quantitative Strategy, talks us through the reasons that we're holding on to alternatives in our portfolios while Terence Moll, Head of Investment Strategy, looks at the rise of ESG investing, and the three driving forces accelerating this trend.
To find out more about our views on the current environment and the changes that we are making to portfolios from Martyn, Terence and the team, please see below for our latest investment update.
We’re excited to announce that 7IM for Private Clients, London, has now merged with, and rebranded to, Amicus Wealth Management.
This marks a vital step forward in our mission to deliver the very best wealth management for our clients.
While our name has changed, our values and commitment remain the same. We’ll continue to provide personal, bespoke financial planning, built around you.
Explore Amicus Wealth Management