Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.
DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. DIY investing is widely tipped to explode when the new pension freedoms kick in, allowing retirees to invest (or indeed spend) their savings pots as they wish rather than purchase […]
Read Article Wendy Spires explains just how techy wealth management is and why financial institutions are investing more in technology and what it means for you. Like every other every area of life, the financial services sector is becoming increasingly technology-oriented, with clients engaging with institutions via a host of new channels and innovations coming thick and […]
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Wendy Spires explains why Philanthropy is more of a priority for wealthy individuals than ever, and how to give effectively. Philanthropy is on the rise worldwide, with Europe’s wealthy now almost as active as their US counterparts in the charitable giving stakes, according to new research underscoring just how important giving back is to today’s […]
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Engaging a professional wealth manager may be one of the best financial decisions you ever make. Ensuring your investments are performing optimally and that your risk exposures are appropriately managed is foundational to your financial security. With a professional on board, you will be far more certain of achieving your long-term goals. When it comes […]
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