Wealth Management Survey
Occasionally we like to survey our website visitors to find out their attitudes to wealth management. Share your views for a chance to win John Lewis vouchers!
Webinar video:
Managing the risks around divorce
Register for a 30-min online session on the many risks and issues to consider when going through a divorce.
A success story built on keeping things simple
Zane Hunter, Director of Private Clients Scotland, Private Client Team at 7IM, explains his firm’s proud commitment to doing the right thing for clients and the impressive growth this ethos has helped drive.
Nedbank Private Wealth:
A global, goals-based approach to managing wealth
Nedbank Private Wealth has an international footprint as interesting as its illustrious heritage, and the firm continues to be set-up as both a private bank and trust company to present a true one-stop-shop for managing wealth globally.
UBS: The world’s largest wealth manager explains its UK offering
Mark Goddard, Head of UK High Net Worth at UBS Wealth Management, explains how the world’s leading global wealth manager supports the development of tailored […]
Client trends June 2020:
HNWIs move to get ahead in wealth stakes before things heat up
Rapid changes in the investment and fiscal landscape are prompting the affluent to get proactive across their wealth management plans before things really heat up.
Client trends May 2020:
Cash and clients in motion amid a period of reflection
Market events and the continuing uncertainty ahead have prompted more people than ever to reconsider their financial strategy, and there are a huge variety of issues on their minds.
Client trends April 2020:
Clients are fire-fighting on many financial fronts
Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.
Client trends March 2020:
Planning requests spike post-Budget;
investors ponder whether now is the time to plough in
High Net Worth Individuals are being quick to reassess their financial affairs post-Budget. They are also putting performance under the microscope as the chill investment winds stemming from the coronavirus outbreak start to really be felt.