Knowledge Centre

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.

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.

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.

An end to the current very generous non-dom tax regime has huge implications for both newcomers to the UK and those already resident. Read on for our summary of its implications for internationally mobile investors and their families.