Many exciting projects are underway at AWM during November and we hope that you enjoy reading about them
Certainly 2016 has been a big year of change with regards to BREXIT and the results of the US Presidential election with elections due throughout Europe in 2017. We are looking forward to the coming year's challenges and opportunities and will keep you informed every step of the way.
Finally, the Ascot Wealth Management Team Wishes you a fantastic festive season.
KEY NEWS IN THE HEADLINE'S
As you would have seen in the headlines Article 50 has been taken to the High Court to decide wether the government have the power to trigger Article 50 using what is known as "prerogative powers". So what are the options...
AWM SUPPORTING GOOD CAUSES
Mark and AWM adviser Nicola Glass (who has been based in our SA office) took a trip into the heart of Cape Town’s culture, Khayelitsha, to visit one of Uthando's projects. Uthando, meaning "love" in Xhosa (one of South Africa's many spoken languages) is a unique non-profit and Fair Trade in Tourism accredited organization which aims to raise funds for life changing community development projects in South Africa. A suitcase full of clothing, kindly collected by St Francis School in Ascot, was taken to the children of Iminathi “Stand with Us” Educare Center. The center educates and develops more than 90 children aged between 6 months to 6 years and prepare them for their educational journey in Khayelitsha. At Sunningdale the AWM team have also been out supporting the local pre Christmas events with a stand at the Lynwood Care/Retirement Village fayre. MD Mark Insley and AWM's Nicola Glass (bottom left) with a class of children. AWM’s Claire Calder (Bottom right) signing up another resident for the prize draw.
AWM JOINS THE EXPERT PANEL...
AWM has always been committed to adding value to clients through innovative alternative investments. Risk management coupled with the growing demand of structured products and alternative investments by private wealth firms has been a major theme in recent years. Mark Insley was invited to join the ‘Expert Panel’ at a Structured Products (SP) conference hosted by Investec in Johannesburg.
The three-day event attended by IFAs and Private Wealth Investors included a day-long training workshop, focusing on various SP designs provided by leading industry experts and providers.
The three-day event included a day-long training workshop, focusing on various SP designs provided by leading industry experts and providers. Other sessions focused on environmental, social and governance issues integration in investment decisions for sustainable investing.
On the second day, Mark was one of the panelists in the Stream B Interview with IFAs and Private Wealth Investors. He offered best insights and knowledge in the industry, ranging from how to decide on asset allocation to offshore distribution. This event was approved by the CFA institute as well as the Continuing Professionals Development, CPD.
If you would like to know more about Structured Products please contact us for more information by clicking HERE
The Young Entrepreneur project is preparing
for its final touches and almost ready to
AWM Portfolio Performances
AWM Portfolios are on the rise after a tricky end of month (01/12-08/12)
AWM 1: 0.86% AWM 4: 1.37%
AWM 2: 0.97% AWM 5: 1.89%
AWM 3: 1.11%
Here is what AWM have taken from the Autumn
Statement with regards to Tax.
Bump has started a new craze in the world of business cards.
Have a look to see what Bump can do.