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Investment Bulletin: <br>April 2024

APRIL 2024

Investment Bulletin:
April 2024

This month’s experts focus on the strong first quarter equities have had and the risks hiding in plain sight which investors need to bear in mind going forward.

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Featuring experts from:

James Hambro & Partners
Canaccord Genuity Wealth Management
Seven Investment Management (7IM)

Latest articles and guides

Tax mitigation: why you owe it to yourself

Paying taxes may be a certainty, but the amount you end up having to pay is not. It’s time to just stop accepting ever-rising tax bills if you haven’t taken action already.

Client trends: May 2024

This month, our users are expressing interest in diversifying away from US tech stocks, and perhaps making highly contrarian investment calls. As ever these days, the financial ramifications of politics are also front of their minds – this time as regards pensions.

Investing in art: understand the bigger picture

Art is undoubtedly one of the most esoteric and unpredictable asset classes to invest in, but the rewards – both personally and financially – can be great if you take a strategic approach.

Does size matter in wealth management?

Choosing whether to be a ‘big fish in a small pond or a small fish in a big pond’ is one of the more philosophical questions when weighing up wealth managers.

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