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Budget, Financial Advice, Financial Planning, Investment Manager, TAX, Top, UK

Top 5 investment tips after the UK budget in March 2016

There were a number of key changes in the March 2016 Budget, here are our top 5 investment tips for your wealth. 1. Rotate from income to growth stocks In a move dramatically widening the gap between Capital Gains Tax and income tax rates, the higher rate of CGT has been slashed from 28% to […]

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investment portfolio, investment strategy, new year's resolution, Risk Management, UBS, Votality

What’s impacting your investment portfolio now in 2016, according to UBS

2016 is just in its infancy but we already find ourselves in a world of major transition. 2016, a world in transition China’s market slowdown, the US fed rate hike, and the outlook of the EU all have disrupted the global macroeconomic environment, and in their wake have left winners and losers, but also offer important challenges […]

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Investment Biases, Investment Tips, Private Banking, Private Banks

Top 6 biases wealth managers
say investors must avoid

Investors often face a battle to remain rational, rather than emotional, in their decisions. Here, top wealth managers and wealth management experts explain the behavioural biases all investors must avoid. Common behavioural biases like fear, over-risking, anchoring and “over-egging” investment themes have been the undoing of many an investor. Forewarned is forearmed, however, so the […]

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Direct Equities, Direct Equity, Fund Managers, Funds, Wealth Managers

Wealth experts debate
direct equities versus funds

Choosing whether to invest in funds or in direct equities is a key question with a number of nuances that need to be understood, investment experts explain. Investing in mutual funds has significant appeal as a way in for the beginner investor, and collectives may also form the bulk of many DIY-ers’ portfolios due to […]

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