As dedicated systematic investors [1], we constantly strive to enhance our approach, ensuring it aligns optimally with our financial objectives. In recognition of the inherent unpredictability of short-term market movements, we resist the urge to time …
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experi …
Client Services Executive Stephanie Wagland tells us more about herself: Q: What has been the journey that has led you to becoming a Client Services Executive? I started out as a Personal Assistant to the Managing Director of a local IFA straight out o …
In a longer than usual Budget speech, and in a slightly more jocular than usual mood, the Chancellor laid out the government’s vision for post-Brexit Britain. With a raft of measures aimed at shoring up businesses, infrastructure and the health service …
Brexit and your portfolio Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance th …
The winners of the 2018 Investment Life & Pensions Moneyfacts Awards were announced on 19 September 2018 at the London Hilton on Park Lane. Citywide Financial Partners were thrilled to be highly commended as the ‘Investment Adviser of the Year 201 …
In July, the Financial Conduct Authority (FCA) published its Investment Platforms Market Study Interim Report, a 110-page assessment of investment platforms in the UK. Between 2013 and July last year, online investment platforms collectively almost dou …
The big debate for many parents with students attending university is whether student loans are paid off during or after their time at university. But what if never paying off the loan made more sense? Reports from the Financial Times indicate that 70% …
Executive Assistant Natalie Smith tells us more about herself: Q: What has been the journey that led you to becoming Executive Assistant? I joined Citywide Financial Partners at the end of 2017 following on from 3 years in the Hospitality Industry. I w …
We’re thrilled to be on the shortlist for ‘Financial Adviser of the Year’ at the MoneyAge 2018 awards. It’s great to be recognised by these awards designed to celebrate excellence, professionalism and innovation in the personal finance space.
Last week was a seminal moment in financial services. Client fees have been on a downward trend for passive funds for some time, but last week Fidelity in the United States introduced zero cost funds for retail investors with the Fidelity Zero Total Ma …
Getting your finances in order is an important aspect of achieving a balanced life. At Citywide we also understand the importance of non-financial investments and how they can form the basis of a fulfilled life. I have put together this list of 5 non-f …
We’re pleased to announce that we’ve been shortlisted for the Moneyfacts ‘Investment Adviser of the Year 2018’. Thank you to our team and clients for their support in achieving this recognition.