Client trends: October 2023
Wealth management overhauls are in the air this autumn as our users explore broadening their horizons and getting creative with the strategies they deploy.
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Client trends: September 2023
An easily missed IHT trick, the need for liquidity but also robust returns, and the power of brand and reputation are top of the agenda with our users this month.
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Client trends: August 2023
Recent enquiries have highlighted private school fees, a potential tax raid on entrepreneurs and the benefits of investment visa schemes as being of particular interest to our users currently.
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Client trends: July 2023
Service standards and the details of finding a new wealth manager are on our users’ minds this month, along with equities which might have safe haven value in an uncertain world.
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