Many clients are content with discretionary wealth management services, yet there is much to be said for the advisory route when investors are looking for a wider range of investment opportunities and a more hands-on approach.
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High Net Worth Individuals are awaiting the Autumn Budget with bated breath, amid the Labour government ominous messaging around making those with the ‘broadest shoulders’ bear even more of the burden of the nation’s financial woes.
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Diversification and inheritance tax mitigation are top concerns among our users currently, along with a general sense that world events are too hectic for investors to keep on top of alone.
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Client movement is once again picking up due to compliance implications; tax-efficient savings and alternative investments are hot on the agenda too.
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