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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Winding the clock forward

Winding the clock forward

Ensuring you save enough for a desirable retirement, and that your income lasts as long as it needs, calls for wise decisions.

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Ruffer: A wealth manager putting capital preservation front and centre

Ruffer: A wealth manager putting capital preservation front and centre

Capital preservation is front of mind for many High Net Worth investors, and is at the heart of Ruffer’s thinking.

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Why women must<br>take control of their wealth: <br>Exclusive UBS interview

Why women must
take control of their wealth:
Exclusive UBS interview

Women can end in a financially weaker position compared to men, but not if they get proactive about building and protecting their wealth as early as possible.

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Why more and more people are finding their perfect match online

Why more and more people are finding their perfect match online

The sheer variety of wealth managers available – and the diverse factors which will drive your eventual choice – means investors are increasingly turning to us as an objective “match-maker”.

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Kleinwort Hambros: Bringing together two of private banking’s most venerable brands

Kleinwort Hambros: Bringing together two of private banking’s most venerable brands

Kleinwort Hambros, the firm formed following the acquisition Kleinwort Benson by Societe Generale in 2016 and its subsequent merger with SGPB Hambros, is experiencing a rise in client numbers off the back of low interest rates, global uncertainty and Brexit concerns.

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Santander Private: A high Street giant fully enters the wealth management fray

Santander Private: A high Street giant fully enters the wealth management fray

Charlotte Platts, Head of Private Banking at Santander UK, tells findaWEALTHMANAGER.com about the type of client Santander Private is targeting and why she believes her firm stands […]

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Three investor mistakes you must avoid in 2018

Three investor mistakes you must avoid in 2018

Common behavioural biases are the undoing of many DIY investors, meaning you must be aware of the most common ones to avoid.

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Tribe impact capital: <br>Helping investors do well and do good

Tribe impact capital:
Helping investors do well and do good

Harry Catchpole, Partner at Tribe Impact Capital, explains how – by helping clients invest in well-run businesses that are addressing global challenges – his firm […]

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