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
Client trends November 2020:
Wealth worries swirl amid complex risks
Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
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.
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.
Is your wealth manager fighting back or running scared?
Your wealth manager should be making a whole range of proactive moves to protect your portfolio, so read on to see if yours is making the grade
Going for gold?
Other alternatives may have more shine
Despite its appeal in times of crisis, there may be strong reasons to doubt gold as a safe haven and other diversification options you should explore instead.
Client trends September 2019:
Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns
It’s “back to school” season and the pressure of meeting education fees and being the “Bank of Mum and Dad” is front of mind for […]
Jargon buster:
Key wealth management terms
explained
As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.
Investment Bulletin:
July 2019
Global fiscal policy and the varying firepower of central banks are key themes for investors to ponder this month, while strange moves in the bond and currency markets join equity “valuation potholes” among the risks to watch out for.
