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Synergi Switzerland Synergi – have provided independent financial advice to private clients for over 20 years.Our aim is to provide our clients with a comprehensive and independent financial planning service built around their requirements. Synergi have a clear advisory process which has proved to be extremely succes...

Synergi is delighted to be listed among the ´excellent’ financial advisers worldwide. Read the full article below!

Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report | International Adviser The Sunday Times piece emphasised the scale of operation involving multiple regulators

Find out all you need to know about the changes in the Isle of Man probate. Get in touch to speak to an expert Synergi Europe
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Track down your retirement income, we explain, how.
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Find out all you need to kno about State Pension in our quick guide.

State Pension Changes – Quick giude – Synergi Europe News State Pension Changes – Quick giude ByАдминистратор 11th January 202411th January 2024 The State Pension will change in the new tax year – the amount you can get is increasing. Our guide to the UK State Pension changes explains what you need to know.Knowing what to expect from ...

In our latest article we share thoughts on the long term future of the pound https://synergi-europe.com/news/the-future-of-sterling/

The future of Sterling - Synergi Europe The Long-term outlook If the outlook for sterling is largely to be determined by the direction of interest rates, and rates are to be largely determined by inflation rather than the economic outlook, then what is the outlook for UK inflation? Recent data around both grocery and energy prices indica...

Read about the potential changes in UK Pension Tax on Death Benefits

UK Pension Tax on Death Benefits Proposed Change - Synergi Europe On 18th July the UK government announced a consultation on pension taxation linked to the abolition of the Lifetime Allowance. It also considers other aspects of tax linked to pensions and proposes a significant change. Currently where pension member dies before age 75, benefits received by a benefi...

https://synergi-europe.com/news/what-is-the-future-for-sterling/
In this recent update we share expert thoughts on the future of the pound.

What is the future for Sterling? - Synergi Europe Despite the gloom that currently surrounds the UK’s economic outlook, the pound sterling has performed strongly, up around 23 per cent (as at July 14 2023) versus the US dollar since September 2022, and 5 per cent relative to the euro. Economic textbooks theorise that the principal determinant of...

A few more useful tips to consider when planning your retirement.

How to help your retirement income last when costs are rising? Few more tips - Synergi Europe In the previous article we started talking about planning your pension to ensure you have enough money to sustain your lifestyle throughout your retirement. Here are a couple more things to consider when organising your finances today. Consider other sources of income. It’s worth considering wheth...

Some helpful tips on how to make sure your pension lasts

How to help your retirement income last when costs are rising? - Synergi Europe Your pension plan is there to help you fund your life in retirement. But how can you make your pension savings last for as long as you need them to when the cost of living has gone up so much? We have some tips that could help you prolong your retirement income while costs are …

Synergi on LinkedIn: SUCCESSION - Making a Plan As we become enthralled with the fourth and… SUCCESSION - Making a Plan As we become enthralled with the fourth and final series of “Succession”, it would appear unlikely the Roy family will achieve a…

The fourth season of "Succession" has assumed a significant twist in the script of the series.
While American newspaper "Los Angeles Times" published a fictitious obituary about Logan Roy (played by Brian Cox), we decided to have a look at it from the financial planning point of view...
Find out what they could have done better in our new article

Synergi on LinkedIn: SUCCESSION - Making a Plan As we become enthralled with the fourth and… SUCCESSION - Making a Plan As we become enthralled with the fourth and final series of “Succession”, it would appear unlikely the Roy family will achieve a…

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Market update - 07 November 2022 - Synergi Investment Here’s our weekly market update – follow Synergi to get regular market data and opinions. US markets closed the week on a high note with the S&P 500 up +1.4% and the NASDAQ up +1.3%. Materials was the best performing sector, followed by financials and communication services. The worst were healt...

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Some good reasons to stay optimistic despite gloomy market news around the globe. Stay connected by following Synergi Europe on Facebook and LinkedIN!

Synergi on LinkedIn: #synergi #marketnews #financialplanning Reasons to stay optimistic: October market review Although markets are expected to remain volatile, experts identify three reasons for investors to be...

Read our latest quick market update, follow our page to get regular market data and views.

Market Update 4 October 2022 - Synergi Europe Markets ended last week moving downwards and have started this week in a similar tone. The S&P 500 was down -1.5% on Friday and now stands at its lowest level since November 2020. In European markets yesterday morning the STOXX 600 is down -0.7% and the FTSE 350 down -0.5%, both off initial lows.....

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Mid-week market update: 25 August 2022 - Synergi Europe In the US the S&P 500 Index closed up 0.3%, with all 11 of the major industry groups rising, led by the energy and real estate sectors. The Nasdaq 100 Index climbed 0.3% as yields steadied above 3% and the Dollar fluctuated. The blue-chip Dow Jones Industrial Average rose 0.2%. After a blistering ra...

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Market news in one minute - always be in the know with Synergi regular - Synergi on LinkedIn Market news in one minute - always be in the know with Synergi regular market updates. ...

Less than a minute read - all you need to know about the latest market trends.

A week in the markets: 26/07/22 - Synergi Europe European equity markets were relatively muted on Friday, with the FTSE All-Share modestly up +0.2% and the STOXX 600 up +0.3%. However, US equities fell, selling off through the day, led lower by growth sectors after disappointing earnings reports, particularly in social media. The S&P 500 ended dow...

Most important market moves of the week in less than a minute read - follow Synergi to get regular updates.
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A WEEK IN FINANCIAL MARKETS: 13 JULY 2022 - Synergi Europe US equity Indices slumped on Tuesday as traders await inflation data that could add to fears of higher interest rates pushing the economy into a recession. S&P 500 and Nasdaq 100 futures were in the green this week, but European contracts dipped. The S&P 500 Index pushed lower in the afternoon to cl...

Key market trends of the week in a 1-minute read.

FINANCIAL WEEK IN A GLANCE: KEY TRENDS - Synergi Europe Markets closed down significantly on Friday and have started this week poorly. US stocks entered a bear market, Treasury yields spiked to levels not seen in a decade and the Dollar rallied as the fallout from a hot inflation reading continued to rattle global trading already shaken by worries the Fe...

What are bear markets and what do investors think about them? Find out why it's important - and contact us for more information.
https://synergi-europe.com/news/what-is-a-bear-market-and-why-it-matters/

A quick look at the main financial indices - is there a glimpse of hope for the rest of the year? Find out in our brief weekly review.

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Join Synergi LinkedIn page to get our weekly market updates! Main market trends, figures and events - in less than a minute read.
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Weekly market update - key facts.
Whilst the current outlook is unsettling, what are we looking for which might help markets mount a rally?
China: should they end COVID lockdowns and move to simulate economic growth in time for this autumn’s Communist Party congress, this would boost sprits across Emerging Markets, which have been weighed down by negative sentiment concerning large scale lockdowns across China.
Ukraine: a peaceful resolution to the conflict, which remains elusive, or a compromise deal could open the door for a gap down in global energy prices which has year-to-date drained liquidity from the financial system.
Energy: a deal bringing Iran and Venezuela in from the cold would also help oil prices lower and free up liquidity in stressed markets, although this is an extremely politically sensitive issue and we continue to monitor talks after the US held a hushed meeting with Venezuelan President Maduro in March.

Hugh Lee on LinkedIn: #markets #investmentmanagement Weekly market update - key facts. Whilst the current outlook is unsettling, what are we looking for which might help markets mount a rally? China: should...

Find out what's been trending in financial markets over the week in our regular market update.

Financial week in a glance: what’s been trending - Synergi Europe In the international news Tesla and SpaceX CEO, billionaire Elon Musk sold about $8.5bn of Tesla stock after announcing he will buy Twitter for $44bn, a milestone moment for the 16-year old social media platform, which will take it from being a publicly-owned company to a private one. His takeover i...

A quick look at the financial markets over the last week.
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FINANCIAL WEEK AT A GLANCE

The S&P and NASDAQ gained +0.3%, the Dow Jones was up +0.4%. Real Estate (+2%), Utilities (+1.5%) and Consumer Staples (+1.3%) were the best performing sectors. Tech (-0.2%), Financials (-0.2%) and Industrials (-0.7%) lagged.

Asian markets were up overnight, with India and Hong Kong leading. Mainland China is closed today and tomorrow for holiday.

Oil was up this morning with WTI just over $100/bbl and Brent at $105/bbl. Precious metals are up modestly, whilst industrial metals are largely weaker.

Friday’s Eurozone CPI inflation data indicated a sharp acceleration in March, hitting 7.5% versus consensus at 6.6%. Energy was the main contributor to the increase with a 44% year-on-year gain over the month.

Importantly, all categories were well above the ECB 2% target and will increase pressure on the central bank to normalise monetary policy. Official comments over the weekend suggested focus in the near-term will remain on combating inflation, despite Chief Economist Lane pointing out on Friday that the bank needs to be ready to move in either direction, given the current backdrop.

Eurozone final manufacturing PMI for March was revised down to 56.5 from 57 - it's lowest reading in 14 months. The Ukraine conflict remains a noticeable drag as it weighed on demand conditions as well as business confidence.

An article in The Times this morning highlights PWC survey data in the UK shows consumer confidence has fallen sharply as inflation ramps up. The latest reading fell to its lowest level since the first COVID lockdown two years ago. The article also suggested recessionary behaviour is likely to kick-in with many households prioritising low-cost goods and reducing discretionary spending.

Sanctions against Russia are likely to intensify, following claims of war crimes with news over the weekend showing graphic images of civilian casualties in several villages on the outskirts of Kyiv previously controlled by Russian troops. The scope of new measures is not yet clear but it is likely to involve additional parts of the financial sector, as well as mining and transportation. Rhetoric around a Russian energy embargo also strengthened over the weekend with Lithuania deciding to stop all imports of Russian natural gas.

Following encouraging signs of moving towards a cease fire agreement in Istanbul last week, Russia now says talks have not yet advanced to a stage to allow a face-to-face meeting between the respective leaders.

With end of TAX year approaching, take time to take care of your pension. Here are some useful tips.
https://synergi-europe.com/news/boost-your-pension-before-the-end-of-the-tax-year/

Boost Your Pension Before the End Of the Tax Year - Synergi Europe The last day of the tax year is coming up in April, but there is still time to take steps in order to make the most of your pension. Here are some useful tips from our partners at Standard Life to help you prepare. 1. Use your pension allowance Your pension annual allowance is the …

What are the factors you should consider to decide on your investment strategy in volatile economic environment? Read in our article.
https://synergi-europe.com/news/investing-in-crisis-personal-perspective/

Investing in Crisis: Personal Perspective. - Synergi Europe In our previous article we discussed the historic perspective of investing in the turbulent economic times. Today let’s talk about factors that you should consider when deciding on your investment strategy. First of all, assess your personal financial situation, and discuss it with your financial ...