Denomination

“Denomination” can be used in several senses when it comes to wealth management, and it is vital to understand them all.

Fiscal drag

Fiscal drag may be set to effectively raise taxes for millions over the coming years, but there is a lot that you can do to tackle this raid on your finances.

Gifting

There are numerous allowances available which can take substantial gifts made to multiple people out of your estate for Inheritance Tax Purposes.

Annuity

Deciding how best to use a substantial retirement fund is a conundrum most of us have to grapple with, but the good news is that a blended strategy can deliver the best of both worlds.

Hedge

Hedging your bets is a well understood concept generally, but implementing an effective hedging strategy for your investment portfolio is far from simple – nor without cost.

Model Portfolio

Model portfolios have enabled wealth managers to offer investment services to a wider range of clients and drive down costs for both them and the institution, making them a popular choice.

Sharpe Ratio

The Sharpe Ratio is an incredibly useful metric for understanding how far the risk an investment represents is merited by its predicted or actual returns, and is a great talking point for discussion with your adviser.

Family office

A family office is an institution which has been set up to serve the needs of a family in managing and administering their affairs, including the management and succession for one or several family businesses; wealth planning and structuring so that funds can transition down the generations tax-efficiently;...

Private market investments

Private market investment opportunities can play an important role in diversification and amping up returns, but the totality of their qualities must be understood.