I am sometimes asked for advice on what is expected of an executor. I am not a lawyer, but I have had some experience of helping friends who find themselves in this role. The main duty of an executor is to ensure that the assets of the deceased are distributed in...
The Hamilton Financial Advisory Panel was constituted 10 years ago. Chaired by Alex Hammond-Chambers, its main purpose is to stimulate thoughts on the investment challenges of the day and where appropriate, share these with our clients and on our website (under...
At Hamilton Financial we have developed – in partnership with AJ Bell Investcentre – a method by which smaller investors can profit from the same level of investment expertise as those with larger portfolios.
A nature ramble for clients and friends of Hamilton Financial to view a 20 year project to revert to a more gentle // less intensive way of farming – and in the process return some newly acquired farmland to nature..
With all the recent media focus on inflation, we felt it was important to have our own viewpoint and to share that with our clients.
In January, a chart caught our attention. Our initial interpretation of this alarming curve was that 2020’s increase in the USA’s money supply was unprecedented, and that it was especially extreme in relation to the (then unprecedented) expansion in the money supply during the GFC (2007-2009).
As the newest member of the Hamilton Financial team, Andrew has invited me to write this edition of our Coronavirus series of Bulletins.Markets never fail to surprise and in the wider world there have been some extraordinary trends which threaten to upset the delicate...
In a bid to demystify Wealth Management (we are on a mission to democratize Wealth Management, but more on that later), we are beginning this series, The Art of Wealth Management. First up, we dig into Active vs Passive Funds with Hamilton Financial head honcho...
We have been inspired by a recent podcast series from Baillie Gifford (Episode 14 here) to read Andrew Scott and Lynda Gratton’s bestselling book; The 100-Year Life - Living and Working in an Age of Longevity. If you have not read it, or given it to your children or...
The story of UK Wealth Management has been one of huge consolidation over the past thirty years. An industry, once fragmented into regional and local specialists, has reduced to a handful of national behemoths. Brewin Dolphin, listed on the London Stock Exchange in...