Overview
- Name: Southbank Investment Research
- Type: Investment research company
- Website:
- Services: Investment newsletter advisories
What Is Southbank Investment Research?
Southbank Investment Research is an independent financial research firm based out of London that provides newsletter investment advisory services that help guide investors when it comes to investing in disruptive technologies, emerging industries, cryptocurrencies, etc.
The company was founded in 2015 with the focus of providing quality research and good investment advice, but it should also be known that they lean towards a libertarian standpoint and value small government, the rule of law, liberty, etc.
They offer a wide range of services and so what you get will vary quite a bit, but generally speaking you can expect contrarian investment insight that you won't hear from the mainstream media along with structured and easy-to-follow investment advice, such as specific investment recommendations.
Facebook page as well as YouTube.
Company Details
Southbank Investment Research is registered in England and Wales under the company number 9539630 and VAT number GB629 7287 94 at the address of:
Crowne House, 56-58 Southwark Street, London, SE1 1UN
Prior to taking on the Southbank name, the company was registered as MoneyWeek Research Limited from 2015 to 2016… or at least that is what is said on the Companies House website.
However, the facts here seem to be a bit unclear. According to EverybodyWiki, the company was started in 2016 by Bill Bonner, having first been registered in 2015.
As I suspected from the familiar looking investment teasers that I had stumbled across first leading me to investigate this company, it is an “Agora” company.
The Agora is a large independent research company that was founded by Bill Bonner back in the 70's and is behind the majority of the investment newsletter websites out there on the internet, such as Rogue Economics, Brownstone Research, Angels + Entrepreneurs Network and many others. Their UK branch, Agora Publishing Limited, was founded in 1994.
The Experts Behind It
- Nick O'Connor – Nick is a well-known financial publisher in the UK, mostly for his contrarian/alternative ideas. Besides being the associate publisher at Southbank, Nick is a fairly well-known author, having published The War on Cash, that exposed the government's plans to abolish cash, as well as The Exponentialist, a book published in 2016 about some of the most technological trends predicted for the next decade. It's also worth mentioning that he has worked with best-selling authors, including Bill Bonner… but this is no surprise considering Bill Bonner is the founder of The Agora, which I just mentioned is the company behind Southbank Investment Research.
- Sam Volkering – He is considered a cryptocurrency and tech investment expert, and often spends his time searching for the best crypto and stocks to invest in. He first bought Bitcoin back in 2011 and that's how he got a start in this area, and 2013 seems to be when he first got involved in the financial publishing business. Before this he was advising private clients and businesses on managing their money.
- Fahad Hassan – Fahad is a CFA Institute charter-holder that manages million as a professional money manager at Atlantic House Fund Management (AHFM), in addition to running newsletter services here at Southbank. Before all of this started out working at Legal and General. He's worked as a stock analyst, has ran unit trusts, income funds and emerging market equity portfolios.
- Robin Griffiths – Griffiths has a pretty impressive background, as you'd expect from someone who has been on CNN, CNBC, Reuter, etc. somewhat often. He went for a degree in economics at Nottingham University and later joined Phillips & Drew in the late 60's. Later he partnered with WI Carr, which was actually the first British stock broker with offices in Hong Kong and Tokyo, and later in the 80's he joined James Capel who owned HSBC, where he stayed until 2002… later becoming the Technical Strategist at Cazenove Capital and managing the hedge-fund Worldwide Absolute Return.
- Eoin Treacy – He comes from a background in market psychology. After studying philosophy in Ireland, Eoin joined Bloomberg and taught seminars on how to use technical indicators effectively… and has come out with The Chart Seminar on Behavioral Technical Analysis. He has been featured on CNN, CNBC, Bloomberg TV, etc. and besides running newsletter services at Southbank he also manages a Global Top 100 fund with more than $600 million.
- James Allen – An expert in the energy sector where he has reported on trends affecting the wholesale energy markets in areas like LNG, coal, carbon, oil, etc., James worked for Montel's newswire bureau in Manhattan and for Platts as a Team Leader at the power markets desk prior to this.
- Gerard Pontonnier – This guy comes from a background working for drug development companies for over two decades and was actually a senior executive for Pfizer, but later became a sell-side analyst in 1999 after moving into the investment banking sector. He also has daytrading experience, and it is his dual experience in the biopharma industry as well as investing that he relies on to run his newsletter services at Southbank.
- Tom Meyer – Tom began as a financial advisor starting in the 90's where he became a manager in the Morgan Stanley system after the company he was working for, Dean Witter Reynolds, merged with the Morgan Stanley company. After the dot.com crash woke him up a bit, he took a different route and started working with a software engineer to help develop an algorithm-based trading program… one that he still uses to day to supply Bloomberg's large network with data. At Southbank he helps traders use complicated trading algorithms, which he believes are the future.
- Nick Hubble – Nick isn't just an editor at Southbank, but also helps run newsletter services in Australia, such as Jim Richards' Strategic Investor and The Daily Reckoning Australia. He has finance and law degrees from Bond University and originally was on a path to work for investment banks, but somehow got involved with The Agora and ended up joining the Southbank team where he now helps predict financial crises and opportunities.
- Charlie Morris – In the early days Charlie served in the Grenadier Guards as an officer. Then, for 17 years he worked as Head of Absolute Return at HSBC Global Asset Management where he managed more than £3 billion for wealthy clients. He is mostly known for his investment expertise on gold, cryptocurrencies, and momentum investing. Lots of the team members have been featured on financial programs, but Charlie here has made over 200 appearances, which might put him in the lead.
- Tim Price – He went to work in finance after graduating from Oxford University, moving into fund management after originally starting out as a bond salesman. Some of his more impressive feats include winning the Ansbacher Defensive Investor of the Year award in 2005, and maneuvering his clients' wealth through the 2008 financial crisis safely… a time when the FTSE 100 fell 50%. Currently he runs his own asset management business besides working for Southbank as an editor.
Heading H2…
different trading and investment strategies coming from the diverse background of experts on the team
- Crypto Profits Extreme – This services if run by Sam Volkering and the goal is to be able to get into early stage crypto investment opportunities. Sam shares the most promising crypto developments with subscribers and makes specific investment recommendations. Also, this is not just buying and holding, but also has a focus on a recurring income strategy from crypto investments.
- Double Your Income – This service is run by Fahad Hassan and the focus is simple… to alert subscriber to good investment opportunities… without a focus on any particular market sector, although investing in stocks is what you should expect. The goal here is to help investors double their investment income, but of course this is something that can't be guaranteed.
- Dynamic Investment Trends Alert – Robert Griffiths is the main guy behind this service. Here they use a proprietary investment model to find strong winners going in an uptrend and a method of selling losers. Subscribers get access to their asset ranking table that scores investment opportunities as strong, neutral and week… and are encouraged to buy the top four strongest assets each month.
- E.V. Profit Alert – This newsletter service is focused on identifying investment opportunities in fast growing markets using the V.E.L.O.C.I.T.Y. trading system. This is a system Sam Volkering developed to identify good buys and when to cash out for maximum gains.
- Exodus Trader – At least once a month Eoin Treacy alerts subscribers to stocks that are about to fail and shows how to trade them for quick gains. He uses a 3-point target system to make fast trades and utilizes stop losses to avoid risking too much.
- Exponential Energy Fortunes – This newsletter advisory service is run by James Allen and is focused on opportunities to invest in technological innovations in the energy sector. Here he often looks for technologies that are key to the future of 100% renewable energy… and more specifically he's looks for investment opportunities in this sector that have 10,000% gain potential and higher. Much of what he recommends has to do with renewable energy, distributed “micro-grid” energy and blockchain solutions.
- Exponential Investor – A premium subscription to this service will provide you with daily 3-minute videos recorded by expert Eoin Treacy. Here he records video analyses when he finds anything important… which could be about why he thinks gold is about to go up, a specific stock he thinks is sure to provide investors with big returns, making money from future rises in interest rates, and so on. Videos are delivered via email at 9 am.
- Frontier Tech Investor – This is another service by Eoin Treacy and the focus here is on investment opportunities in new technologies, such as technologies in the biotech industry, AI, renewable energy, cryptocurrencies and so on. The goal is to get into stocks before they become mainstream investment choices.
- Gold Stock Fortunes – Here Eoin Treacy provides his top way to profit from the gold bull-run that everyone is predicting will continue for quite some time. Eoin claims to have identified the “perfect storm” of converging forces that are opening up opportunities to profit big. He's aiming for 10x returns on the recommendations he makes through this service… so it's no joke.
- New Drug Speculator – Here James Allen teams up with pharma veteran Gerard Pontonnier to provide subscribers with recommendations in breakthrough pharmaceutical stocks. The opportunities recommended here have the potential for explosive gains of 100% or more in a day, so we are told.
- Reflex Trader – Yet another service form Eoin Treacy, Reflex Trader seems to be a more general newsletter service focused good and unique investment opportunities that he finds by using his behavioral analysis skills rather than just technical analysis.
- Revolutionary Tech Investor – Sam Volkering runs this service and, as you can tell, it's all about investing in new technologies… technologies that have 10x investment potential. Sam had somewhat predicted the big opportunities in 3D printing, augmented reality, self-driving cars and AI already… and he has a solid background… so there is definitely potential in this subscription service.
- Short the World – Subscribers to this service get access to a proprietary “quant” system that was developed by Tom Meyer to make the decisions for you, taking emotion out of the equation. The three choices this system gives subscribers is to 1) go long, 2) sell and go to cash, and 3) go short. The idea is to stay in the market during the good times and short it when things get bad, such as during the 2008 recession.
- Southbank Investment Daily – This is a free newsletter service that provides very general market commentary, news updates and basically just keeps readers up-to-date with whats going on in the world, but doesn't provide any specific investment advice… or at least not usually.
- The Fleet Street Letter – Nick Hubble is an editor of this letter. Here he keeps readers updated on the dangers of the financial system, such as those of negative yielding junk bonds. There is a large focus on wealth protection strategies, and sometimes you'll find tips/advice that has nothing to even do with the financial system and investing.
- The Price Report – If your a fan of Warren Buffet's approach to investing then you may be interested in what Tim Price has to offer here. This service is focused on long-term value investing. Tim looks for stocks that are trading at discounts compared to their true value and capitalizes on these undervalued opportunities. He also makes sure to keep his recommendations diversified to mitigate risk when there are downturns in certain sectors. According to the website, during the 2008 crisis his clients' wealth held firm.
- Trigger Point Trader – This is an unleveraged trading service that is centered around a 3 step process that occurs regularly in the markets. It was developed by Eion Treacy and with a focus on big profits in short amounts of time. Trades last anywhere from 3 to 12 months and aren't in any specific market sector.
Costs & Refunds
it's could be possible to get a pro-rated refund as well if you cancel after the trial period is up
may also not offer any refunds – credit instead – cannot be converted into cash
go to the help guide page and click on the “I need help with something not listed here” tab. This will open up a contact form that you can submit.
Alternatively, you can call the company at 0203 966 4580 Monday through Friday from 9:00 am to 5:30 pm.
Complaints
lack of
misleading teasers
Pros v Cons
Conclusion – Worth Subscribing To?