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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Hedging against exchange rate fluctuations is an often neglected area of portfolio management and it is vital to understand the techniques available to help protect your investment returns.
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Many people are convinced that a local IFA is their only option for personalised advice at their level of wealth, but you should be very wary of settling before exploring all the options which are available to you: bigger very often is better.
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Astronomical rises in private school fees have been a red-hot topic for parents, but there is a lot that they can do to ensure that the burden is one they can bear comfortably for the long term.
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