Bringing Together the Best of British and Swiss Investment Management

Bringing Together the Best of British and Swiss Investment Management

Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.

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The secrets to a successful business exit

The secrets to a successful business exit

Much advice focusing on building up a business, but securing a successful exit at the other end is what working for a better financial future was all about. Here are invaluable tips for maximising your exit potential.

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Reflecting on feelings and financial outcomes

Reflecting on feelings and financial outcomes

Dennis Harhalakis, Founder of Cambridge Money Coaching, explains why reflecting on our feelings about money should be as much of a focus as market performance as the year ends.

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The biggest myth in investing?

The biggest myth in investing?

Our wealth management expert explains why time in the market – rather than trying to time them – is such a powerful driver of investment returns.

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Viewing investment volatility the professional way

Learn about the value a professional wealth manager brings in dealing with volatility – and combating the common investment errors that all too often scupper DIY-investors’ financial plans.

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Making a speciality of<br> serving US citizens

Making a speciality of
serving US citizens

US citizens require specialist wealth management expertise, particularly around tax reporting. Read more about what’s on offer in London.

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KW Wealth: Putting financial planning front and centre

KW Wealth: Putting financial planning front and centre

Learn more about KW Wealth, a financial-planning focused firm with £1.8 billion in AuM from 2,000 private and institutional clients.

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Brown Shipley: Providing comprehensive wealth solutions across the UK

Brown Shipley: Providing comprehensive wealth solutions across the UK

Learn more about Brown Shipley’s combination of wealth planning, investment management and banking services provided across the UK.

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Investors, don’t get caught out by complacency

Investors, don’t get caught out by complacency

Complacency can seriously damage returns, so taking protective measures for your portfolio is vital.

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