Insights

Your personal tax review for the 2022/23 tax year

• 6 April 2022

Anderson Strathern Asset Management to extend reach after sharp rise in funds under management

We're pleased to announce that we've hired Adam & Co advice director Ken Davidson to lead our Glasgow office. Ken takes up the role of chartered financial planner, following over seven years with Adam & Co in Edinburgh. He was previously an associate director at HSBC Private Bank, and was with the Royal Bank of Scotland for more than 13 years.

• 9 February 2022

Q4 Market Commentary 2021

We keep a close eye on global market developments, and each quarter we share an overview with our clients to keep you up to date and informed. In Q4 (October to December 2021) the economic backdrop remained relatively stable on the whole with growth being strong in most areas, despite the new variant Omicron creating volatility which started to ease as we found out more about the impact from the scientists. Manufacturing and servicing continue to

• 8 February 2022
• | Dale Smith

Q3 2021 Market Commentary

We keep a close eye on global market developments, and each quarter we share an overview with our clients to keep you up to date and informed. In Q3 (June to September 2021) the economic backdrop remained relatively stable on the whole with growth being strong in most areas. Manufacturing and servicing continue to show expansion, and corporate earnings have seen more upgrades than downgrades as they improve and economies continue to reopen.

• 26 October 2021
• | Dale Smith

Understanding your financial lifecycle

Can I afford to stop working? Will my kids have financial security during my retirement? How much should I be saving this month? If you’ve ever asked yourself any of these questions, this podcast is worth listening to.

• 16 August 2021

New year new you

The new tax year has arrived. We’ve welcomed 2021/22 and a Budget that brought very little changes to the tax landscape.

• 22 April 2021
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Market Commentary – positive steps

We keep a close eye on global market developments, and each quarter we share an overview with our clients. Over the 2021 Q1 period, the general trend has been an appreciation in markets, largely thanks to the approval and roll-out of various vaccine programmes.

• 21 April 2021
• | Dale Smith

New year message from the Chief Executive

Looking back over the last 12 months, it has certainly been a roller coaster of a ride in many respects, not least within the financial markets.

• 1 February 2021
• | Graham Clark

Market Commentary – ending the year on a high

Over the Q4 period, markets appreciated with the approval of the vaccines and subsequent roll out program across the UK. The increase in positive consumer sentiment allowed the UK market to perform well into the year end.

• 21 January 2021
• | Dale Smith

A Beginner’s Guide to Financial Planning

If you’re new to the concept of financial planning then it can be daunting taking the first step of consulting a professional financial planner. However, it does not have to be and here, our Chartered Financial Planner, James Glass, provides some insight into key financial planning concepts and what is involved in the financial planning process.

• 20 January 2021
• | James Glass

Market Commentary – a mixed economic picture

Markets continued to open up overall over the Q3 period, with companies starting to gain earnings traction although not to the levels prior to COVID. The Central Banks and governments globally remain supportive of markets, and there is continued talk on further support from both should there be further problems as a result of pandemic restrictions.

• 22 October 2020
• | Graham Clark
• | Dale Smith

Achieving Financial Wellbeing

At Anderson Strathern Asset Management we believe it’s important for you to review your sense of financial wellbeing, which is an important part of your overall financial health and wellbeing. Recent events such as COVID-19 and its far reaching impact on the economy, mean it is perhaps now more important than ever to take stock. However, what do we mean when we talk about 'financial wellbeing?'

• 19 August 2020
• | James Glass