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Investment Update – November 2023

By November 28, 2023No Comments

Investment Update 

Following the sustained period of weaker investment returns that we, you and most if not all investors are feeling, Gary Crossley, Richard Cullen and I got together last week to chat and share our general thoughts and observations with you.  This was recorded and can be viewed on our YouTube Channel by clicking here.  In the video, we discuss:

  • Our general views of the situation
  • What we are doing about it and our Investment Committee’s views (2m 33s)
  • What general advice are we giving currently (5m 03s)
  • Discussion about moving to cash (6m 50s)
  • Fund performance (9m 20s)
  • Our services to clients, the fees and link to performance (11m 58s)
  • Our views of the recent Liontrust performance (17m 13s)

We value your trust in us and are committed to keeping you informed every step of the way.

Please feel free to reach out to your Cullen Wealth Consultant if you have any questions or would like any further clarification on any points.

 

We’re one of the UK’s top 5 wealth managers

We are absolutely delighted to announce that Cullen Wealth has been crowned a top 5 firm in this year’s FTAdviser Top 100 Financial Advisers list.

FTAdviser’s annual rankings name the country’s leading 100 financial advice firms. This is Cullen Wealth’s fifth consecutive year in the FTAdviser Top 100. Each year we have built on the success of the previous year, climbing to the top 20 in 2022, and rising into 5th place this year.

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