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Author profile

David Osan

Articles by David Osan

Partner Insight

Adviser approaches to outsourcing

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 26 June 2018 • 1 min read

Tax Planning

Industry Voice: ISA Boost

Helen O'Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA.

clock 06 February 2018 • 3 min read

Industry voice

Industry Voice: Global equities: quality will out

clock 24 January 2018 • 6 min read

Industry voice

Industry voice: The UK's demise is overstated

clock 22 January 2018 • 6 min read

Industry voice

Industry voice: global growth drives positive equities outlook

clock 03 January 2018 • 5 min read

Japan / Far East

Industry Voice: Japan - 3 reasons for a positive outlook

clock 14 December 2017 • 1 min read

Regulation

Industry Voice: MIFID ll - compliance, business strategy or both?

When you think about MiFID, what is your first response? Whilst we know we should treat such legislation changes as opportunities for positive change, the everyday pressures of running a business make it difficult to put into practice.

clock 22 November 2017 • 4 min read

Equities

Industry Voice: Outlook 2018: Bill McQuaker

Deviating from Goldilocks stocks

clock 22 November 2017 • 4 min read

Equities

Industry Voice: Financials time

Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...

clock 22 October 2017 • 3 min read

Industry voice

Industry Voice: S&P 500 - 2500, where next?

Another significant move in the S&P 500 marks a number of breakthroughs this year, with the index having made 34 record highs already. Whether this can continue, however, is uncertain, with the market increasingly driven by tech companies like Alphabet,...

clock 26 September 2017 • 2 min read
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