Five funds for 2020

Five funds for 2020

Investors are likely to face significant macroeconomic and market risks in 2020, but there are opportunities offering adequate compensation for these in certain funds.

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The money move you must make before the year ends

The money move you must make before the year ends

People tend to focus on performance without fully appreciating that small differences in investment costs also make a massive impact on your wealth. Here is one investment health check you must perform as soon as you can.

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Time to let that buy-to-let go?

Time to let that buy-to-let go?

A tax assault is leading landlords to exit the buy-to-let market in their droves, and now experts are warning that selling in the next few months could be the only way to avoid paying tens of thousands of pounds in additional charges.

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Client trends September 2019:<br /> Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns

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 […]

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Thematic investing in wealth management

Thematic investing in wealth management

Thematic investing is capturing investors’ imaginations and helping right some of the world’s big problems, but it’s essential to invest for good returns, rather than just a good “story” alone.

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Non-vanilla to the rescue: Diversification and the role that alternatives can play in portfolios

Non-vanilla to the rescue: Diversification and the role that alternatives can play in portfolios

Alternative investments can play a vital role in delivering true portfolio diversification and therefore managing risk. Those focusing solely on equities and bonds are likely to have serious investment blind spots.

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Client trends July 2019: Wealth worries worsen as summer heats up

Client trends July 2019: Wealth worries worsen as summer heats up

From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.

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What to do about Woodford fund worries

What to do about Woodford fund worries

Investors with money locked up in the suspended Woodford Equity Income fund have been flocking to us to find professional advice. Here are some key things investors should know.

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Client trends May 2019: Focus on due diligence, pension perils and property planning

Client trends May 2019: Focus on due diligence, pension perils and property planning

Recent news has highlighted the importance of getting financial advice from the right sources, particularly when big decisions about pension transfers and property are concerned.

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