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.

Pension decumulation and drawdown

Much of people’s attention tends to be on the accumulation phase of retirement planning, but how savers choose to deploy their funds when they retire - and beyond - is crucial.

Pound-cost averaging

Pound-cost averaging can be a sensible approach to investing when markets are falling, or are prone to sudden shocks, but you may want to use it only in a limited way.

Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts (REITs) are a popular means of investing in all kinds of property for those seeking an income.

Tax-efficient investments

You may not be aware, but a range of investments offer a chance to slash your tax bill and the potential for outsized returns.