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Spring 2020 Budget Newsletter

| March 24, 2020

The first Budget Statement of Prime Minister Boris Johnson’s Government has now been published – please click on this link to access our summary.

Coronavirus – A Briefing Note

| February 28, 2020

Although we touched on the Coronavirus in our recent investment update since then, the volatility of world stock markets has been hitting the headlines. We therefore thought you might appreciate some reassurance about the long-term prospects for client portfolios. What’s been happening? Markets have been slow to respond to the potential for Coronavirus to develop […]

Investment Update – Winter 2019/20

| February 21, 2020

Featuring: Year of the rising tide A brief change in leadership Coronavirus Tech, Growth, the US and everything else Relative cheer for UK stocks Year of the rising tide 2019 proved to be a strong year all round for investment portfolios. The first half was broadly comparable to a strong rising tide as, without much exception, significant positive returns […]


| November 25, 2019

Featuring: Market recap Summer rotation Why is risk back in favour? Growth to Value switch Market recap Our last update in August reported that financial markets had posted strong and consistent year-to-date gains. All major global stock market indices had delivered double-digit returns in ‘one-way traffic’ fashion. Gains were not just confined to shares – […]


| September 13, 2019

Featuring: Rising Markets in 2019 But is it all plain sailing? In the UK KMD Portfolio Stance Rising Markets in 2019 Financial markets have generated solid positive returns during 2019 so far. This marks a welcome rebound from the weak final quarter of 2018, in which global stocks lost roughly one-fifth of their value, peak-to-trough. […]

Investment Update– Spring 2019

| May 29, 2019

Featuring: Momentum continues Tech Supremacy Watching Number 10 Are we there yet? Momentum Continues The New Year brought with it a fresh wave of optimism. Our last Update indicated that stocks rose early on this year, resulting in the best January for 30 years. That momentum has continued beyond Q1, with US markets now back […]


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  • KMD Private Wealth Management services are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.