Client trends February 2022: <br />Minds are opening to junior market and VCT investments

Client trends February 2022:
Minds are opening to junior market and VCT investments

The wealthy are certainly not exempt from money worries, and heightened return and dividend ambitions are opening minds to some slightly more unusual investment opportunities this month.

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A very expensive Christmas for investors and what you can do for your wealth

A very expensive Christmas for investors and what you can do for your wealth

Inflation volatility is a concept we may all need to become very familiar with, and creative portfolio construction is looking like the order of the day.

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Why investors need managing as much as their investments

Why investors need managing as much as their investments

Behavioural finance has an increasingly central part in conversations about investment risk, since managing emotional responses plays a key role in maximising returns.

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How to protect your finances from inflation

How to protect your finances from inflation

Inflationary fears are cranking up, but there is a lot that savers can be doing to lessen the erosive impact it can have on their wealth – starting today.

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#WealthGoals: <br />Freeing up time for travel and family

#WealthGoals:
Freeing up time for travel and family

Don’t be held back by any fears you might have about investing being a labour-intensive undertaking: wealth managers implement high-impact, low-maintenance strategies as a matter of course.

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#WealthGoals: <br />Letting go of buy-to-let

#WealthGoals:
Letting go of buy-to-let

Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.

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#WealthGoals: Time to move out of cash

#WealthGoals: Time to move out of cash

Cash may feel safe in volatile times, but savers are realising that it might be anything but in today’s toxic mix of record low rates and potential inflation.

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Ready for negative interest rates?

Ready for negative interest rates?

Investors are used to rock-bottom interest levels, but now the prospect of negative rates is coming into view – necessitating a wholesale review of many people’s financial strategies.

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Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.

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