Client trends August 2019:<br/>HNWIs get proactive on savings, pensions and fees

Client trends August 2019:
HNWIs get proactive on savings, pensions and fees

Derisory savings rates, the threat of pension scams – or gender-based shortfalls – along with excessive investment management fees are all hot topics as the mercury rises this August.

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Why medics should urgently seek a wealth health check

Why medics should urgently seek a wealth health check

Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.

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Why you can’t let money be the last taboo

Why you can’t let money be the last taboo

A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.

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Tackling the top wealth challenges for each life stage

Tackling the top wealth challenges for each life stage

Clients’ wealth management needs change radically throughout their lives, but advisers stand ready to help affluent individuals whatever challenges face them at each life stage.

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The secrets to a successful business exit

The secrets to a successful business exit

Much advice focusing on building up a business, but securing a successful exit at the other end is what working for a better financial future was all about. Here are invaluable tips for maximising your exit potential.

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Why it’s time to upgrade from your IFA

Why it’s time to upgrade from your IFA

Many people stick with an IFA they’ve outgrown for years, but there are a range of compelling reasons to upgrade to a full-service wealth manager.

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Love and money – why couples collide on managing wealth

Love and money – why couples collide on managing wealth

Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.

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Have you found your perfect partner? (and what to do if you haven’t)

Have you found your perfect partner? (and what to do if you haven’t)

In an opaque market, finding the right wealth manager for your needs can be highly complex and time-consuming. Working through this series of questions will be invaluable in helping you to recognise when you’ve found “the one”.

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Client Trends February 2019:<br /> Fees and tax top of the agenda

Client Trends February 2019:
Fees and tax top of the agenda

Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.

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