Phone Numbers

London
+44 (0)203 946 2860
Guernsey
+44 (0)1481 817777
Jersey
+44 (0)1534 847777
Toronto
+1 647 689 2618

Our News

The ARC Inheritance Tax Portfolio Index results for Quarter 1 2019 are now available on Suggestus.

The ARC Charity Indices results for Quarter 1 2019 and estimates for April are now available on Suggestus.

The Private Client Indices results for Quarter 1 2019 and estimates for April are now available on Suggestus.

Survivorship Bias

02 May 2019

"History is written by the victors" - Winston Churchill

We are pleased to announce the release of the March estimates for the ARC Charity Indices.

We are pleased to announce the release of the March estimates for the Private Client Indices.

We are pleased to announce the release of the February estimates for the ARC Charity Indices.

2018: A Year in Review

04 March 2019

How have private client portfolios performed in 2018? After several years of seemingly inexorable rises in financial markets, 2018 proved to be one of the toughest years for investors since the financial crisis of 2008. The results for 2018 saw investors across all currencies and risk categories down for the year.

We are pleased to announce the release of the February estimates for the Private Client Indices.

The ARC Charity Indices results for Quarter 4 2018 and estimates for January are now available on Suggestus.

The Private Client Indices results for Quarter 4 2018 and estimates for January are now available on Suggestus.

The ARC Inheritance Tax Portfolio Index results for Quarter 4 2018 are now available on Suggestus.

2018: A Year in Review

04 February 2019

How have private client portfolios performed in 2018? After several years of seemingly inexorable rises in financial markets, 2018 proved to be one of the toughest years for investors since the financial crisis of 2008. The results for 2018 saw investors across all currencies and risk categories down for the year.

We are pleased to announce the release of the December estimates for the Private Client Indices.

We are pleased to announce the release of the December estimates for the ARC Charity Indices.

There is little doubt that 2018 has been the toughest year for investors in financial markets since 2008 and sentiment remains fragile as we enter 2019. It is during times of turmoil that private investors tend to start wondering whether their investments are performing satisfactorily. Is it just my investments that are suffering or is everyone in the same position?

We are pleased to announce the release of the November estimates for the ARC Charity Indices.

We are pleased to announce the release of the November estimates for the Private Client Indices.

The ARC Charity Indices results for Quarter 3 2018 and estimates for October are now available on Suggestus.

The Private Client Indices results for Quarter 3 2018 and estimates for October are now available on Suggestus.

The ARC Inheritance Tax Portfolio Index results for Quarter 3 2018 are now available on Suggestus.

"A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies." - Harry Markowitz “Diversification is protection against ignorance. It makes little sense if you know what you are doing." - Warren Buffett

We are pleased to announce the release of the September estimates for the Private Client Indices.

We are pleased to announce the release of the September estimates for the ARC Charity Indices.

We are pleased to announce the release of the August estimates for the Private Client Indices.

We are pleased to announce the release of the August estimates for the ARC Charity Indices.

"He (the sailor) knows that he will not follow a straight line; the changing winds alone will not allow for that. Instead, he will travel in zigzag-like pattern." The Toilet Paper Entrepreneur, Mike Michalowicz

The ARC Charity Indices results for Quarter 2 2018 and estimates for July are now available on Suggestus.

The Private Client Indices results for Quarter 2 2018 and estimates for July are now available on Suggestus.

The ARC Inheritance Tax Portfolio Index results for Quarter 2 2018 are now available on Suggestus.

We are pleased to announce the release of the June estimates for the Private Client Indices.

We are pleased to announce the release of the June estimates for the ARC Charity Indices.

We are pleased to announce the release of the May estimates for the Private Client Indices.

We are pleased to announce the release of the May estimates for the ARC Charity Indices.

The Private Client Indices results for Quarter 1 2018 and estimates for April are now available on Suggestus.

The ARC Charity Indices results for Quarter 1 2018 and estimates for April are now available on Suggestus.

The ARC Inheritance Tax Portfolio Index results for Quarter 1 2018 are now available on Suggestus.

Anchors Aweigh!

02 May 2018

"Nothing in life is as important as you think it is, while you are thinking about it.” Daniel Kahneman, Thinking, Fast and Slow

We are pleased to announce the release of the March estimates for the Private Client Indices.

We are pleased to announce the release of the March estimates for the ARC Charity Indices.