News & Insights
Welcome to our News and Insights page. Here you will find a broad range of articles that will hopefully be of interest to you. They include our regular CEO Insights, written by Simon Lewis and covering topical issues relating to the economy and investment. You can filter articles by using the subject headings shown. If you have any questions relating to our articles please do not hesitate to contact us.
Financial Market Commentary – First Half 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what has happened so far in 2023 from the perspective of global financial markets. He also explains some of the themes influencing PMW’s current investment approach.
The Spring Budget 2023
Who would want to be Chancellor when the UK tax burden is already too high, and the stagnant domestic economy provides relatively little room for manoeuvre? Nevertheless, Mr Hunt has benefited from his ‘tough love’ Autumn Statement, at which point he baked in a substantial increase in the Treasury’s future tax take. Those increases alone are projected to raise an...
Financial Market Commentary – Outlook for 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what happened in global financial markets during 2022 and sets out his thoughts regarding the outlook for 2023.
The Chancellor’s Autumn Statement – PMW Opinion
On Thursday, Jeremy Hunt delivered his Autumn Statement. Everything went to plan and it brought a faint smile of relief from the boss. The Boss I’m not talking about Rishi Sunak. The real ‘boss’ at the moment is the global bond market on which we rely, as a nation, to finance our current inability to live within our means. The...
Financial Market Commentary – A Review of Q3 2022
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the third quarter of 2022 and sets out his thoughts regarding what might happen next.
What a Mess!
Do you remember Laurel and Hardy? Side-splitting slapstick comedy from two talented clowns, their sketches ending with hilarious calamity and the punch line, “Well, here’s another nice mess you’ve gotten me into!” But the irony was that they were equally complicit in creating that mess. I’m so grateful to Kwasi Kwarteng and Andrew Bailey for reminding me of this talented...
Financial Market Commentary – A Review of First Half 2022
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the first half of 2022 and sets out his thoughts regarding what might happen next.
Financial Market Update 4 March 2022
Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets.
Financial Market Commentary February 2022
Simon Lewis, CEO of Partridge Muir & Warren, explains what happened to global financial markets in 2021 and outlines events so far in 2022. He reports on the favourable outcomes achieved by PMW clients in 2021 and concludes that after the market fall so far in 2022, investors can look forward to the year ahead with a little more confidence.
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Financial Market Commentary – First Half 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what has happened so far in 2023 from the perspective of global financial markets. He also explains some of the themes influencing PMW’s current investment approach.
Financial Market Commentary – Outlook for 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what happened in global financial markets during 2022 and sets out his thoughts regarding the outlook for 2023.
The Chancellor’s Autumn Statement – PMW Opinion
On Thursday, Jeremy Hunt delivered his Autumn Statement. Everything went to plan and it brought a faint smile of relief from the boss. The Boss I’m not talking about Rishi Sunak. The real ‘boss’ at the moment is the global bond market on which we rely, as a nation, to finance our current inability to live within our means. The...
Financial Market Commentary – A Review of Q3 2022
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the third quarter of 2022 and sets out his thoughts regarding what might happen next.
What a Mess!
Do you remember Laurel and Hardy? Side-splitting slapstick comedy from two talented clowns, their sketches ending with hilarious calamity and the punch line, “Well, here’s another nice mess you’ve gotten me into!” But the irony was that they were equally complicit in creating that mess. I’m so grateful to Kwasi Kwarteng and Andrew Bailey for reminding me of this talented...
Financial Market Commentary – A Review of First Half 2022
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the first half of 2022 and sets out his thoughts regarding what might happen next.
Financial Market Update 4 March 2022
Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets.
Financial Market Commentary February 2022
Simon Lewis, CEO of Partridge Muir & Warren, explains what happened to global financial markets in 2021 and outlines events so far in 2022. He reports on the favourable outcomes achieved by PMW clients in 2021 and concludes that after the market fall so far in 2022, investors can look forward to the year ahead with a little more confidence.
Financial Market Update 31 January 2022
Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets.
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Against all Odds
At Partridge Muir & Warren we have always believed that the key to success is understanding and listening to our clients. So when the news came in March 2020 that the UK was going into full lockdown due to the Coronavirus pandemic, we realised that our focus on our clients’ wellbeing was more important than ever. As a primarily customer-facing...
A Surrey Coffee Community
Ceris Hymas, Head of Marketing at PMW, interviews Ben, one of the owners of the Surrey Coffee Company in Walton-on-Thames, to find out how he saved his new business from the unexpected lockdown. On the edge of Walton high street, the Surrey Coffee Company is in a prime location for those wishing to enjoy a fresh cup of coffee or...
Are You Financially Fit?
Ceris Hymas, Head of Marketing at PMW, considers the importance of health and wealth and how you can ensure your finances are in the best shape possible. There is nothing like a global pandemic to make us take stock of the things that are important to us and, for many of us, the most important thing in our lives is...
Where There’s a Will There’s a Way
This article shines a light on the importance of having a will and keeping it up to date in a ‘socially-distanced’ world. We have experienced a significant increase in requests for wills to be reviewed and redrafted as now more than ever, people seek the peace of mind in knowing that their will is up to date. As you may...
Humming Along
Ceris Hymas, Head of Marketing at PMW, interviews Ramón, the owner of Hummings Bar in Esher, to find out how he saved his newly acquired business from an unexpected lockdown. I don’t think any of us could have predicted or imagined being sat in a café surrounded by signs telling us to keep our distance and staff wearing surgical face...
Virtual Escape Rooms
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the fad of virtual escape rooms that has emerged as a result of the lockdown. Virtual Escape rooms are a new fad that have emerged from the lockdown that provide thought-provoking and...
Virtual Theatre: Cirque du Soleil
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Cirque du Soleil YouTube Channel. If the weird and the wonderful is something that interests you then these 60 minute specials of Cirque du Soleil will be the...
Virtual Theatre: Digital Theatre Productions
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Digital Theatre. This website requires either a monthly subscription (£9.99) or a one off payment (£7.99) per production, but for the quality it is really worth it. I...
Virtual Theatre: A Midsummer Night’s Dream
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of The National Theatres adaptation of Shakespeare’s, A Midsummer Night’s Dream. I must profess to being somewhat of a Shakespeare fan, so it would be no surprise to those who...
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Where There’s a Will There’s a Way
This article shines a light on the importance of having a will and keeping it up to date in a ‘socially-distanced’ world. We have experienced a significant increase in requests for wills to be reviewed and redrafted as now more than ever, people seek the peace of mind in knowing that their will is up to date. As you may...
The Inheritance Tax Bite
Simon Lewis, CEO at Partridge Muir & Warren, provides an overview on a tax that to many is becoming one they would prefer to nullify as much as possible. One thing I have noticed over recent years is that a lot more people are becoming concerned about the impact of inheritance tax (IHT) on family wealth. It is not surprising...
An Unjust Bounty
Simon Lewis, CEO at Partridge Muir & Warren sheds light on a new ‘stealth tax’ targeted primarily at the wealthy when they die. Government must have realised that with the anticipated post-Brexit reduction in the number of live people (potential tax payers) entering the country, it will need to make sure that it collects more tax from the dead ones...
Death and Duty
I understand that this edition of Essence includes an interview with Robert De Niro and I therefore thought it appropriate to choose a title for this article that would be fitting of a film he might star in. Reminded of the Godfather movies I realise that one of the advantages of organised crime is that unofficially held assets are unlikely...
Family Planning
On the face of it things look pretty grim for the financial wellbeing of our children and grandchildren. By the time they retire the state pension will probably provide limited security and final salary pension schemes will be just a fond memory. Also, the huge debts which have been built up by profligate governments, banks and individuals will need to...
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The Spring Budget 2023
Who would want to be Chancellor when the UK tax burden is already too high, and the stagnant domestic economy provides relatively little room for manoeuvre? Nevertheless, Mr Hunt has benefited from his ‘tough love’ Autumn Statement, at which point he baked in a substantial increase in the Treasury’s future tax take. Those increases alone are projected to raise an...
The Chancellor’s Autumn Statement – PMW Opinion
On Thursday, Jeremy Hunt delivered his Autumn Statement. Everything went to plan and it brought a faint smile of relief from the boss. The Boss I’m not talking about Rishi Sunak. The real ‘boss’ at the moment is the global bond market on which we rely, as a nation, to finance our current inability to live within our means. The...
What a Mess!
Do you remember Laurel and Hardy? Side-splitting slapstick comedy from two talented clowns, their sketches ending with hilarious calamity and the punch line, “Well, here’s another nice mess you’ve gotten me into!” But the irony was that they were equally complicit in creating that mess. I’m so grateful to Kwasi Kwarteng and Andrew Bailey for reminding me of this talented...
The Autumn Budget 2021
As a piece of political theatre, this was an impressive Budget. The Chancellor’s upbeat delivery and ‘something for everyone’ approach made sure that few of us realised how deeply his fingers now dig into our pockets. Who would have thought that the tax burden will soon be the highest in over 70 years? There was a substantial windfall to allocate...
The Budget 2021
Rishi Sunak delivered a blockbuster Budget yesterday. Following the fiscal largess necessary over the previous 12 months, this is a Chancellor used to talking big numbers and he did not disappoint. Presentationally, this was a smooth and assured delivery and from the perspective of political theatre, will have done no harm to his future leadership prospects. His political master’s eyes...
The Budget 2020
If ever we needed a competent and reassuring performance from a UK Chancellor, it was yesterday and to his credit, Rishi Sunak delivered. In practical terms, this was two budgets in one – the first a series of measures to ease the escalating economic squeeze resulting from the coronavirus (Covid-19) and the second, a bold and expansionary plan to improve...
Things to Consider Ahead of the Next Tax Year
As Mark Twain once said, the only difference between a tax man and a taxidermist is that the taxidermist leaves the skin. So how do we ensure we can save our skins? With the end of the tax year looming fast, it is important to ensure that, if we have not done so already, we take the time to carry...
The Budget 2018
Delivered on Monday 29 October 2018, between key meetings in the Brexit negotiations and amidst turbulent times in Westminster, you could be forgiven for losing track of the 2018 Budget. Despite the disruption, the Chancellor’s statement brought more focus to the pledged ‘end to austerity’, along with details of an extra £20 billion in funding for the NHS. Whilst many...
The Budget Autumn 2017
Philip Hammond delivered his first Autumn Budget to Parliament on 22 November 2017. In the circumstances, his Budget was both politically adept and correctly balanced to deal with the deteriorating economic position forecast by the Office for Budget Responsibility. He demonstrated the intent of Government to win back support from younger voters with his announcement that first time buyers will...
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A Surrey Coffee Community
Ceris Hymas, Head of Marketing at PMW, interviews Ben, one of the owners of the Surrey Coffee Company in Walton-on-Thames, to find out how he saved his new business from the unexpected lockdown. On the edge of Walton high street, the Surrey Coffee Company is in a prime location for those wishing to enjoy a fresh cup of coffee or...
Humming Along
Ceris Hymas, Head of Marketing at PMW, interviews Ramón, the owner of Hummings Bar in Esher, to find out how he saved his newly acquired business from an unexpected lockdown. I don’t think any of us could have predicted or imagined being sat in a café surrounded by signs telling us to keep our distance and staff wearing surgical face...
Virtual Escape Rooms
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the fad of virtual escape rooms that has emerged as a result of the lockdown. Virtual Escape rooms are a new fad that have emerged from the lockdown that provide thought-provoking and...
Virtual Theatre: Cirque du Soleil
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Cirque du Soleil YouTube Channel. If the weird and the wonderful is something that interests you then these 60 minute specials of Cirque du Soleil will be the...
Virtual Theatre: Digital Theatre Productions
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Digital Theatre. This website requires either a monthly subscription (£9.99) or a one off payment (£7.99) per production, but for the quality it is really worth it. I...
Virtual Theatre: A Midsummer Night’s Dream
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of The National Theatres adaptation of Shakespeare’s, A Midsummer Night’s Dream. I must profess to being somewhat of a Shakespeare fan, so it would be no surprise to those who...
Would You Like Cream With That?
To coincide with National Cream Tea Day today, Head of Marketing, Ceris Hymas, provides a selection of scone recipes to keep you busy in isolation. Whether you are cream first and jam second or jam first and cream second, or perhaps you just like a savoury scone, there is a recipe out there for everyone. You may not know...
Virtual Globetrotting: The Statue of Liberty
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of The Statue of Liberty. If you have an interest in engineering, then this tour is certainly for you. It is simple tour that allows you to see some areas...
Virtual Globetrotting: Anne Frank Secret Annexe
Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of Anne Frank’s Secret Annexe. This experience is simply brilliant and, in my opinion, the best virtual experience so far. Perhaps it is because I have always had an interest...
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Against all Odds
At Partridge Muir & Warren we have always believed that the key to success is understanding and listening to our clients. So when the news came in March 2020 that the UK was going into full lockdown due to the Coronavirus pandemic, we realised that our focus on our clients’ wellbeing was more important than ever. As a primarily customer-facing...
Are You Financially Fit?
Ceris Hymas, Head of Marketing at PMW, considers the importance of health and wealth and how you can ensure your finances are in the best shape possible. There is nothing like a global pandemic to make us take stock of the things that are important to us and, for many of us, the most important thing in our lives is...
PMW Celebrates 50 Years
<p>2019 marked half a century of providing financial advice to our clients and it would be remiss of us to let it go by unnoticed. In the 50 years that the company has been in business, the world has changed dramatically.</p> <p>Partridge Muir & Warren was established in 1969, the year that Neil Armstrong became the first man to set...
Woodford’s Fall from Grace
Simon Lewis, CEO of Partridge Muir & Warren, gives his thoughts on the downfall of the LF Woodford Equity Income Fund. The highly publicised unravelling of Neil Woodford’s reputation as a fund manager has been sad to witness but has not come as a surprise to us. The suspension of his flagship fund, LF Woodford Equity Income, has left tens...
An Award Winning Team
The team at PMW were extremely proud to be awarded Wealth Manager of the Year: Southern Region at the City of London Wealth Management Awards 2019. Ceris Hymas, Head of Marketing, considers what it means to be part of a winning team. As the PMW team entered the remarkable Guildhall, with its expansive ceilings and ecclesiastical windows, there was an...
PMW Crowned Family Office of the Year 2018
The City of London Wealth Management Awards are firmly established as a reliable indicator of excellence achieved in the wealth management sector. This is because it is the clients, rather than industry pundits, who vote to determine the winners. We were delighted to be given the award at a ceremony conducted at the prestigious Guildhall in the heart of the...
PMW Rated one of top 12 Wealth Managers
As we begin the New Year Simon Lewis, CEO at Partridge Muir & Warren, looks back on accolades received in 2015. It is always nice to receive accolades, particularly when they are unsolicited, and during the course of 2015 Partridge Muir & Warren was recognised by two independent rating companies. PMW rated as one of the top 12 independent Wealth Management...
What’s in a Name?
Inspiration comes from history and Aissela is no exception. Taking on the historical namesake of Esher, which reflects the long standing connection to royalty and celebrity enhances the credentials of this new office building. Aissela is a Grade A building that fits into the streetscape of Esher, occupying a prime position in Esher High Street close to the major road...
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A Surrey Coffee Community
Ceris Hymas, Head of Marketing at PMW, interviews Ben, one of the owners of the Surrey Coffee Company in Walton-on-Thames, to find out how he saved his new business from the unexpected lockdown. On the edge of Walton high street, the Surrey Coffee Company is in a prime location for those wishing to enjoy a fresh cup of coffee or...
Humming Along
Ceris Hymas, Head of Marketing at PMW, interviews Ramón, the owner of Hummings Bar in Esher, to find out how he saved his newly acquired business from an unexpected lockdown. I don’t think any of us could have predicted or imagined being sat in a café surrounded by signs telling us to keep our distance and staff wearing surgical face...
A Doggy Day Care Empire
Simon Lewis, CEO of PMW, catches up with Bruce Casalis following his second success at the Surrey Business Awards, to find out more about how he grew his dog walking business into a doggy day care empire. At PMW we are always inspired by business stories of success, especially when they come from local businesses. After sponsoring the Surrey Business...
Interview with Westpoint Group
In our final interview as part of our collaboration with Decision magazine, we interviewed the Managing Director of Westpoint Group, Matt Dobbs, to find out more about his approach to business. Westpoint Group is now the largest veterinary group in the UK dealing specifically with production animals. In this interview we learn about his journey from becoming a veterinarian physician...
Interview with Rubicon Software
As part of our collaboration with Decision Magazine, we interviewed Chief Executive of Rubicon Software, Alistair Hancock, about his approach to business. Alistair started Rubicon Software 30 years ago, as a nineteen-year-old computer science undergraduate. In his interview, he explains the challenges he has faced over the years and concludes that his success has ultimately been based on the concept...
Interview with William Lacey Group
We continue our series of interviews in partnership with Decision Magazine, by interviewing Managing Director of William Lacey Group, Chris Lacey. His housebuilding business is more than 114 years old and has faced many challenges, especially in recent years. We interviewed Chris Lacey to find out what has kept the business going through the good and the bad times and...
Interview with VerseOne Group
In partnership with Decision Magazine, we interviewed local businessman Alan Neilson, Chairman of VersOne Group, to find out more about what he believes has defined his success. VerseOne Group delivers an integrated suite of products to enhance the online customer experience, with the aim of increasing customer engagement. The company has grown and evolved significantly over the years and in...
Interview with Pilgrim Group
As we continue our series of interviews with local businesses in partnership with Decision Magazine, we speak to William Freear, Managing Director of Pilgrims Group. The Surrey-based security risk management business was established in 1997 and has since grown to be a leading provider of risk management services, with offices in the UK and US. We find out how William...
Interview with Meon Valley Travel Group
We continue our series of interviews with local businesses in partnership with Decision Magazine, by interviewing James Beagrie, Managing Director of Meon Valley Travel. We find out what it takes to build a business with a turnover of £40 million a year and the challenges he faced when overcoming unpredictable hurdles. To visit the full article click here.
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Financial Market Commentary – First Half 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what has happened so far in 2023 from the perspective of global financial markets. He also explains some of the themes influencing PMW’s current investment approach.
Financial Market Commentary – Outlook for 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what happened in global financial markets during 2022 and sets out his thoughts regarding the outlook for 2023.
Financial Market Commentary – A Review of Q3 2022
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the third quarter of 2022 and sets out his thoughts regarding what might happen next.
Financial Market Commentary – A Review of First Half 2022
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the first half of 2022 and sets out his thoughts regarding what might happen next.
Financial Market Commentary February 2022
Simon Lewis, CEO of Partridge Muir & Warren, explains what happened to global financial markets in 2021 and outlines events so far in 2022. He reports on the favourable outcomes achieved by PMW clients in 2021 and concludes that after the market fall so far in 2022, investors can look forward to the year ahead with a little more confidence.
Surrey Business Awards 2021
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the third quarter of 2022 and sets out his thoughts regarding what might happen next.
Against all Odds
At Partridge Muir & Warren we have always believed that the key to success is understanding and listening to our clients. So when the news came in March 2020 that the UK was going into full lockdown due to the Coronavirus pandemic, we realised that our focus on our clients’ wellbeing was more important than ever. As a primarily customer-facing...
Financial Market Commentary January 2020
Simon Lewis, CEO of Partridge Muir & Warren, reflects on what happened to global financial markets in 2019 and sets out our expectations of 2020. He is happy to report on the favourable outcomes achieved by PMW clients and concludes that they can look forward to the year ahead with confidence. Watch the video below to find out more.
A Doggy Day Care Empire
Simon Lewis, CEO of PMW, catches up with Bruce Casalis following his second success at the Surrey Business Awards, to find out more about how he grew his dog walking business into a doggy day care empire. At PMW we are always inspired by business stories of success, especially when they come from local businesses. After sponsoring the Surrey Business...
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