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Why You Need a Wealth Manager
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.
Read ArticleClient trends: April 2024
Our users are urgently turning to wealth managers to get ahead of what 2024’s political earthquakes could do to their portfolios, as well as thinking about private client credit options and how to get the most intelligent bonds exposures possible.
Read ArticleReduce the Behavioural Costs of Being Human
There is great danger in paying insufficient attention to behavioural finance and ‘anxiety-adjusted returns’, argues Greg B. Davies, Head of Behavioural Finance at Oxford Risk.
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Tagged Behavioural biasBehavioural FinanceInvestingWealthWealth managers