Client trends January 2020:
Investment interest rockets;
gold and IHT are key talking points
Investors’ paralysis is lifting, but rising geopolitical tensions have put risk – and gold – back in the spotlight. UK IHT rates are also top of the agenda.
Good wealth habits
to get into this year
The start of a new year is a great time to establish the wealth management habits that will help you achieve your financial – and life – goals quicker. See which areas you could stand to get more proactive in.
Client Trends December 2019:
HNWIs are minding the fee gap, but the value of advice
continues to come to the fore
The spotlight is once again on fee variation, spiking interest in comparing providers among HNWIs.
The wealth management year
in review
2019 has been an eventful year on the wealth management front, with numerous changes affecting financial planning for HNWIs to contend with, alongside a tumultuous investment environment.
Client Trends November 2019: Pension tax panics – HNWIs ponder pension concerns
Retirement planning is back in the spotlight, with those approaching the lifetime contribution limit and women expressing concerns in particular. Elsewhere, savers are losing their patience with rock-bottom interest rates.
The caring society – are we financially prepared for getting old gracefully?
Long-term care may well be the reality for a partner, parent, elderly relative or – indeed – yourself, making intelligent wealth planning one of the wisest moves you can make.
Client Trends October 2019:
Doubts over passives and BPR investments bubble up
Warnings that the passives market could see a dramatic reversal of fortune are front of mind this month, while HNWIs also ponder which IHT mitigation techniques are future-proof
Don’t let exit fee fears
hold you back
Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.
Why private client insurance brings true peace of mind
Discussing your situation with a private client insurance adviser is an excellent way to get a true picture of all the tangible assets you own and to protect them.
