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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Diversification and inheritance tax mitigation are top concerns among our users currently, along with a general sense that world events are too hectic for investors to keep on top of alone.
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Simon Prescott, Senior Wealth Planner at Nedbank Private Wealth, weighs up how new approaches may encourage planning for the future, including preparing for any difficulties linked to mental incapacity.
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Warnings that the passives market could see a dramatic reversal of fortune are front of mind this month, while HNWIs also ponder which IHT mitigation techniques are future-proof
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