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Fund Manager Video Updates

Discretionary Fund Manager Commentary

Our discretionary fund manager (DFM) video updates below are provided as a further source of market insight.These are designed to assist you to quickly assimilate global market movements.

Each of our discretionary fund manager partners discuss their views on market events and also how they are reacting to them to shape client portfolios.

Please click on the following links If you would like to learn more about our DFM partners.

If you wish to learn more about Discretionary Fund Management - click here

If you have questions or queries related to the content of the videos? or would like to discuss how you could benefit from a DFM service we will be more than happy to discuss the options available to you.

We recommend you revisit this page often as content is regularly updated.

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Momentum Harmony

Andrew Hardy CFA
Portfolio Manager


This quarter Andrew announces some welcome news and positive fund performance related to the Harmony Portfolios

Equity fund positions achieved between +3.9 - +13% growth.

Bond exposures were lower whilst a general feeling that inflation and trade war forecasts had now been subdued.

April 2019

Duration 6 mins

TAM Asset Management

Lester Petch CEO & James Penny Senior Investment Manager

Lester Petch and James Penny provide an overview of how markets fared in the first six months of 2019.

They also provide an insight into how TAM portfolios performed and how TAM were positioned.

James highlights some clients' concerns and what TAM are doing to mitigate them.

Lester also lets us in on some exciting corporate developments, and what the next six months has in store for TAM.

July 2019

Duration 4 mins