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Investment Tips, Expert Investment Views

Must-read themes for investors to ponder this summer

The holiday season is a time for relaxation, but it is also an ideal opportunity to ponder key investment themes that could boost your wealth. In this feature, Thomas Becket, Chief Investment Officer at Psigma Investment Management, sums up summer trends investors could usefully discuss with their advisers. When I last wrote this piece almost […]

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Investors, Wealth Management

Investor snapshot:
Find out what your peers are thinking

Users of our service tell us it is very interesting – and reassuring – to discover what other affluent investors are thinking about when it comes to managing their wealth. Here, we share key investor trends from the first part of the year. The team at findaWEALTHMANAGER.com is delighted to have seen a 24% year-over-year […]

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Financial, New Year's Resolutions, Wealth Manager

Financial new year resolutions for your wealth

The end of the tax year on April 5 is an opportunity for higher-earners to put their wealth in order with Financial New Year Resolutions, explains Charles Calkin, financial planner at James Hambro & Co. Think about pension investment and carry forward Pension contributions can be a good way for business-owners and higher-earners to limit […]

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