Client trends January 2021: <br />Proactiveness rules as we turn to a much-altered future

Client trends January 2021:
Proactiveness rules as we turn to a much-altered future

It’s difficult to say what 2021 will bring for investors (or indeed taxpayers), but it is certain that being proactive about your financial affairs will serve you well whatever the year has in store.

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Unwrap some gifts with real growth potential

Unwrap some gifts with real growth potential

Passion investments are the opposite of throwaway gifts, and offer the real possibility of strong investment returns as well as the joy of ownership itself over the years.

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#WealthGoals: Putting Socially Responsible Investing into practice (within a financial plan)

#WealthGoals: Putting Socially Responsible Investing into practice (within a financial plan)

Socially Responsible Investment doesn’t have to be an afterthought when your financial planner has suggested an investment portfolio is suitable for your current situation. Andy […]

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Ten wealth management mistakes that could cost you dearly

Ten wealth management mistakes that could cost you dearly

Avoiding these classic wealth management mistakes will help ensure you are always making the most of your financial health, rather than paying the price for a lack of proactiveness.

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Ready for negative interest rates?

Ready for negative interest rates?

Investors are used to rock-bottom interest levels, but now the prospect of negative rates is coming into view – necessitating a wholesale review of many people’s financial strategies.

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Client trends September 2020: <br />Important points of investment strategy are preoccupying investors

Client trends September 2020:
Important points of investment strategy are preoccupying investors

Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.

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What the 2020 goldrush means for you

What the 2020 goldrush means for you

Joining this year’s rush of “goldbugs” might seem tempting if growth predictions are to be believed, but investors must look at their portfolio in the round first.

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2020 performance: <br />Who have been the winners so far?

2020 performance:
Who have been the winners so far?

It’s vital to keep comparing your wealth manager’s performance to its peer group to make sure you are getting value for money and the returns you need to fulfil your goals.

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Cryptocurrencies: Understand both sides of the coin

Cryptocurrencies: Understand both sides of the coin

Alternative asset classes call for particular expertise, and cryptocurrencies are among the most arcane out there – meaning that this guide should be just the start of your deliberations before investing.

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