What level of investment returns can I expect from a wealth manager?

What level of investment returns can I expect from a wealth manager?

A good wealth manager will maximise the performance of your investments; here’s what some of the best in the industry are delivering.

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Investment Bulletin: <br>April 2018

Investment Bulletin:
April 2018

Market volatility has really reared its head recently, alongside the spectre of global trade protectionism. But hopes for global growth remain buoyant…

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Winding the clock forward

Winding the clock forward

Ensuring you save enough for a desirable retirement, and that your income lasts as long as it needs, calls for wise decisions.

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Planning ahead: 10 year-end tax issues for consideration

Planning ahead: 10 year-end tax issues for consideration

Tax mitigation should be a priority year round, but there is still much the proactive can do to reduce their liabilities as April looms.

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Thinking beyond cash – Alternative safe havens for your capital

Thinking beyond cash – Alternative safe havens for your capital

In uncertain times, investors naturally seek “safe havens’. But while simply sticking to cash might seem like the safest option, in reality holding the majority […]

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AIM stocks: Targeting attractive returns and tax savings

AIM stocks: Targeting attractive returns and tax savings

Investing in AIM-listed companies offers compelling tax benefits, as well as outperformance potential, making them an exciting prospect for investors. But dabbling in the junior […]

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How do I compare wealth management firms?

How do I compare wealth management firms?

Selecting the right wealth manager is a very important decision. A good choice results in financial security and long-term peace of mind. A mistake might […]

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IFA or wealth manager? <br>Why it pays to upgrade

IFA or wealth manager?
Why it pays to upgrade

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an […]

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Is it really possible to save £15,000 per year in wealth management fees?

Is it really possible to save £15,000 per year in wealth management fees?

Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest […]

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