Client trends: March 2020 – <br />Planning requests spike post-Budget; <br/>investors ponder whether now is the time to plough in

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.

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Doing well by doing good

Doing well by doing good

Research has proven that investing sustainably doesn’t necessarily impair returns at all – and may in fact be key to achieving good performance in a rapidly changing world.

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2020: a super year for impact investing?

2020: a super year for impact investing?

Investors are increasingly considering the environmental and social impact of how they deploy their capital, and there is no investor too small to help make a difference to the world’s biggest problems.

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Credo Wealth: <br />Seeking long-term success, not short-term wins

Credo Wealth:
Seeking long-term success, not short-term wins

Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.

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Five funds for 2020

Five funds for 2020

Investors are likely to face significant macroeconomic and market risks in 2020, but there are opportunities offering adequate compensation for these in certain funds.

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Nedbank Private Wealth: <br />A global, goals-based approach to managing wealth

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.

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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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