Hamilton Financial

03/08/2026

We’re delighted to share that Hamilton Financial has received a 2026 Global Recognition Award for client-centred financial planning and succession governance.

This recognition reflects the things we care about most as a firm: personal service, clear advice, long-term relationships and continuity for our clients.

As an independent financial planning firm based in Edinburgh, we are proud to support individuals, families and business owners with thoughtful, transparent advice across investment management, pensions and retirement, tax planning and financial protection.

A huge thank you to our clients, team and wider Hamilton community. Recognition like this is a lovely reminder of the care and commitment that sits behind the work we do every day.

Read more here: https://www.hamilton-financial.co.uk/[insert-news-post-url]?utm_source=facebook&utm_medium=social&utm_campaign=global_recognition_award_2026

23/06/2026

In case you’re not signed up to our newsletter, we recently shared an article on inheritance tax planning for Edinburgh homeowners.

With property values having risen significantly over time, more families may find themselves needing to think carefully about how wealth is passed on — particularly where the family home forms a large part of the estate.

Inheritance tax planning can be complex, but starting the conversation early can make a real difference.

You can read the full article here:
https://lnkd.in/e9Y42DcH

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06/02/2024

Whistle while you work......

Research on life expectancy and birth rates shows that ill health makes status quo unsustainable

30/01/2024

Share buybacks are very in vogue - good thing or bad?

Low UK company valuations have spurred a notable increase in share buyback activity in recent years, but the investment trust sector continues to debate its efficiency as a discount management tool.

10/01/2024

Good evening and a Happy New Year to all!

In very bullish news for Bitcoin and the cryptocurrency industry more generally, the SEC today approved 11 long awaited BTC ETF's.

https://www.reuters.com/technology/us-sec-approves-some-spot-bitcoin-etfs-2024-01-10/

This means there are now regulated ways to invest in the largest cryptocurrency by market cap. The announcement should pave the way for others.

We will continue to watch this space closely and we are happy to help anyone looking to invest in cryptocurrencies. Please reach out if you'd like to know more.

The U.S. securities regulator on Wednesday approved the first U.S.-listed exchange traded funds (ETFs) to track bitcoin, its Chair Gary Gensler said, in a watershed for the world's largest cryptocurrency and the broader crypto industry.

04/05/2023

Last month we shared our quarterly digest with our client database. We talk Scottish politics (of course!) and ESG, we share interviews with 3 of our fund managers and lots more.

We have another group that we email occasionally with updates, including the quarterly (we do try!). You can sign up to be a part of that group at the bottom of the post.

Living in Scotland, we have become accustomed to a First Minister adept at deflecting attention from her domestic record by pointing to the “shambles” at Westminster (Boris was a gift that kept on giving!). Out of the blue, Nicola Sturgeon resigns, leaving the SNP Government in shock.

13/03/2023

Do we have another bank run on our hands?

The Treasury, Federal Reserve and Federal Deposit Insurance Corporation unveiled a plan to contain fallout from Silicon Valley Bank’s collapse.

15/02/2023

Ewan Markson-Brown is one of the very few Baillie Gifford fund investment managers who didn’t actually retire from Baillie Gifford – he decided instead to do something unheard of – he switched to another firm of fund managers!

Ewan ran a stunningly successful Trust called Pacific Horizon Investment Trust at Baillie Gifford. The Trust NAV returned 100.6% in the 3 year period to 31 May 2021 when he resigned. He joined CRUX, London based asset managers in September 2021 and started their Asia Pacific ( ex-Japan) unit trust. It had a horrid start losing 28% in the first year (1/10/21 – 1/10/22), but since Autumn 2022, it has picked up returning 13% from 1/10/22 to 14/2/23.

Ewan attended our Hamilton Financial Investment Advisory Panel meeting in mid-December 2022. I am sorry to say the recording machine failed which is why there were no minutes – apologies! However, I am pleased to say, Ewan sent me a CityWire recording of an interview with Caroline Hug saying much the same as he said to us at our meeting - here it is – you will get a flavour of how he invests and why he is back again buying Chinese stocks - I think you will enjoy it.

WATCH: Crux's Ewan Markson-Brown believes the tech majors are attractive again, after stating that he felt pressured to hold the stocks at Baillie Gifford.