Adviser Newletter, July 2025
Welcome to the Summer 2025 edition of our adviser newsletter. As we enjoy the seasonal sunshine, the political situation continues to be heated and there is uncertainty about what the next quarter will bring at home and abroad. We want to take this opportunity to reassure you that our investment management teams are well prepared to deal with this uncertain future. We continue to work towards delivering your clients’ long term goals, whatever the day's news headlines may bring.
This newsletter combines our latest views on your portfolio and the market from CIO, James Calder, together with financial planning information on pensions and savings. We also focus on the latest developments in AI and the Law Commissions’ proposals to reform wills.
We recently wrote to you about our move to a new custodian and administrator in October 2025, Third Financial. We want to reassure you that your relationships with the CAM team will not be impacted by this move. We will write to you in August with a copy of our updated terms of business with you, including references to Third Financial as providing client money protection and custody for the assets in your clients’ portfolios. You do not need to sign this documentation or take any further action at this time. If you have any questions, do contact your usual CAM team.
We also wanted to draw your attention to our portal, YourCAM. Offering you daily access to your clients’ CAM accounts together with the highest levels of security and data encryption, this is a valuable tool in the fight against financial crime. Please get in touch you are not already using the portal and would like to find out more – in the current environment with high levels of financial crime, we have taken the decision to only provide highly confidential information such as bank account details via the portal or in hard copy so it is important that you can gain access.
We always welcome your feedback so please do get in touch with any questions that you might have or suggestions for future newsletters.
