Clients Advisers

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To all clients and partners,

I am writing to tell you of the steps that we have taken across the Harwood Wealth Management Group in relation to the unfolding Covid-19 disease pandemic.

As I’m sure you will have seen across every media, the situation is evolving hourly and new advice continues to be issued.   We have taken the view that acting early allows us to manage change in a calm and orderly manner. Since the start of the outbreak we have been assessing the potential disruption and planning accordingly in line with our established Business Continuity Plans.

From the week commencing 16th March we have begun a process of our staff working remotely.   We believe that this reduced contact between staff will minimise the risks to them, our clients and our business. We are also restricting all business travel and have asked our staff not to attend conferences or meetings unless they are absolutely essential. 

The nature of our business allows us to provide  manage investments, process documents and instructions remotely as though we were sat in our regular places of work.   We have tested out remote IT infrastructure and are confident that we can continue to deliver high levels of service.

We are confident that we have taken early, well planned and tested measures and that our business will continue to deliver the service you have come to expect from us.

We hope that you and your family stay safe and well.

Kind regards
Alan Durrant
CEO

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Wellian Weekly


  • 30th March 2020
    Wellian Weekly

    Exhibit A – Daily performance of the L&G UK Mid Cap Index Fund year to “date” (with “date” being 26 March 2018).

    Exhibit B – Daily performance of the L&G UK Mid Cap Index Fund year to “date” (with “date” being 26 March 2019).

    Exhibit C – Daily performance of the L&G UK Mid Cap Index Fund year to “date” (with “date” being 26 March 2020).

    To download the full report please click on the link below:


    Wellian Weekly

  • 23rd March 2020
    Wellian Weekly

    Last week a long-term client got in touch after reading the last piece we put out (https://www.wellian-is.com/53/572/wellian-weekly-16032020) questioning whether it was maybe a bit complacent in relation to what has been happening in the capital markets over the last couple of weeks.

    My initial response was “no, I didn’t think we were”. After all, we had written about the Coronavirus for the past two weeks - here (https://www.wellian-is.com/53/318/wellian-weekly-09-03-2020) and here (https://www.wellian-is.com/53/568/wellian-weekly-02032020) but maybe, in retrospect, we should have written again. So, for the third week in four, here goes.

    To download the full report please click on the link below:


    Wellian Weekly

  • 16th March 2020
    Wellian Weekly

    Too Big To Fail

    I am a full believer in the cases put forward by climate scientists in relation to carbon emissions, global warming, climate change and the potential devastating effects that will befall our planet if we don’t do something and do it quickly.  I’m doing my bit – solar panels have been on our roof for almost a decade; we drive a hybrid car; we recycle; we compost; our red meat intake has been curtailed massively; I walk lots of places; the use of public transport over taxis is the default option and so on, every little helps.  But, wouldn’t it be great if these 2050 targets were achieved BEFORE 2050? it feels a little like when I was at school – rapidly rushing my homework on a Sunday night for handing in on the Monday morning…  although 30 years away, this time will fly by. It is often said that the best time to make this change was 20 years ago; with the second best time being today.

    To download the full report please click on the link below:


    Wellian Weekly

  • 9th March 2020
    Wellian Weekly

    Last week saw equities come under pressure again, with markets especially volatile towards the end of the week, in spite of a 0.5% interest rate cut from the Federal Reserve. Are there signs of panic in equity markets? We spoke to Asian and emerging markets equity managers last week to understand what scenarios are being reflected in the valuations.

    To download the full report please click on the link below:


    Wellian Weekly

  • 2nd March 2020
    Wellian Weekly

    In a meeting with an emerging market equity manager a few weeks ago, the manager took some time to carefully explain all the shares he had not been buying since news of the spreading coronavirus had begun to unfold in the media. The manager was eyeing some consumer discretionary names, but had not seen valuations reach a point that reflected the impact that coronavirus would have on businesses. After the last ten days, we suspect that he will be taking another look at some of the names on his wish list.

    To download the full report please click on the link below:


    Wellian Weekly

  • 24th February 2020
    Wellian Weekly

    We have previously discussed the returns from 2019 along the lines of which asset classes performed well, which surprised and so on, but this article is to take those numbers for the main asset classes and try and put them into a different context.

    To download the full report please click on the link below:


    Wellian Weekly