Category Archives: Latest News

In or Out the view from Moorgate Street

When trying to analyse the potential consequences of Brexit, it is necessary to make a number of assumptions. Our principal long-term assumption is that the main implications for the UK will be political and not economic. This is based on … Continue reading

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Budget Summary

The Chancellor unveiled his Budget on Wednesday and, as usual, there are many talking points which have arisen and questions to be answered. Here we have summarised the key points from the Budget, as follows: Forecasts The Chancellor announced adjustments … Continue reading

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Finance Monthly – The Interview!

To see Mike Horseman’s recent interview with Finance Monthly, please click here

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Market Views – Update on recent volatility

During difficult market conditions, such as those experienced recently, it is easy to get caught up in the short-term noise and become irrational, which is what a lot of short-term investors and those operating on a ‘DIY’ basis will be … Continue reading

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FINALIST – Wealth Manager of the Year

We are delighted to announce that we have recently been shortlisted for the Wealth Manager of the Year Awardfor the 2015 Growth Investor Awards. The Growth Investor Awards recognises impact beyond investment in the UK fund management industry and our … Continue reading

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Cockburn Lucas nominated as finalist for Investor Growth Awards 2015

We are delighted to have been shortlisted for the Wealth Manager of the Year Award for the 2015 Growth Investor Awards, which recognises impact beyond investment in the UK SME fund management industry.   Going up against the likes of Barclays … Continue reading

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Why it pays to consolidate. Keep your finances under one umbrella and save

‘Consolidation.’ It may sound like one of the least exciting words in the English language. Combine it with ‘retirement and inheritance planning’ and we might just have a tie! But stay with us and I promise it’ll be worth your … Continue reading

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What Will You Do With Your Pension?

Retired or age 55 ? From April 6th you can now get your hands on your pension pot drawing it down as a lumpsum or converting an existing annuity into cash. What are you planning? Happy New Tax Year! As … Continue reading

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1.7 million Brits face surprise pension tax bill

The new pension freedoms have now become reality, new research from YouGov and wealth manager Old Mutual Wealth reveals that one in every ten people (9%) who will have access to their entire pension savings from next week don’t know … Continue reading

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New Model Army: Introducing our new Discretionary Portfolio Service

We are pleased to announce that we are now offering access to the Morningstar Managed Portfolios Service, a discretionary funds management service, exclusive to clients of Cockburn Lucas. The Morningstar Managed Portfolios Service is provided by Morningstar Investment Management Europe … Continue reading

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