
Bassline Episode 9
By definition, most of our clients are fortunate have accumulated pensions, savings and investments through their lives, but where did they start and how did they get those good habits? Often it’s the encouragement of friends and family. This month’s baseline listens into a conversation with Jack Williams, senior consultant at Cavendish Ware and the 23-year-old daughter of our usual host Dave Wallace. Listen out or even better, get your kids to listen to some great ideas.

Bassline Episode 20
In this episode of Bassline, David Wallace speaks with Lance Peltz about the global economic landscape, focusing on recent developments…

Bassline 18 – A Perspective on the Budget from Lance and Adrian
Our latest podcast is a chat with Lance and Adrian about the recent UK budget and its potential impact on…

Q4 2024 Investment Update
Most markets ended the quarter with modestly positive returns (in their local currencies) with the notable exception of commodities. Developed…