As costs go up and quality clients are inevitably predicted to decline, this was an interesting question posed to me recently as I was articulating why somebody should want to buy our services. As Sinergi, we know why we think our service is vital/necessary/value added and all of the rest of the tick the box […]

It is definitely heading in to summer time as we all begin to think about the holidays. We did not think that there were many riveting articles around over the last ten days but there have been a number recently on risk rated funds. Not that they are riveting but they do raise questions about […]

For those that are interested we have a demo model of our analysis hosted on Qlikmarket. If you follow this link: Sinergi Demo you will find the launch pad. It is a demo model so it will not give away our secret recipe but there are help buttons to explain what we do in general to […]

Sinergi Philosophy At the core of the Sinergi philosophy is the mantra of Capital Preservation which, in turn, is underpinned with firstly knowing “What NOT to do” This might at first glance sound slightly negative and risk adverse. On the Contrary, unlike many market participants who search for the impossible Holy Grail of “Buying Low” […]

The Importance of Monitoring Investment Performance The large fines recently imposed on Martin Currie for their failure to effectively manage conflicts of interest are worth noting for anybody involved in the business of providing advice and allocating assets. Details of the transgression and the results are HERE As we read about the incident that resulted […]

The recent clarification by HMRC of their guidelines regarding adviser charging does appear to relieve many advisers of responsibility to collect VAT. Or more accurately presents an opportunity to avoid the responsibility for collecting VAT. If you can prove that you observe the Six Step advice/intermediation process then all of your advice is potentially exempt […]