The wealth management year <br/>in review

The wealth management year
in review

2019 has been an eventful year on the wealth management front, with numerous changes affecting financial planning for HNWIs to contend with, alongside a tumultuous investment environment.

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Client Trends October 2019:<br /> Doubts over passives and BPR investments bubble up

Client Trends October 2019:
Doubts over passives and BPR investments bubble up

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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Exchange-traded funds (ETFs) – <br/>A quick guide

Exchange-traded funds (ETFs) –
A quick guide

Exchange-traded funds are a type of “passive” investment that has exploded in popularity in recent years. Here, we explain what their main features.

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The cost of managing your own wealth versus a professional manager

The cost of managing your own wealth versus a professional manager

In recent years it has become much easier for individuals to manage investments themselves. The growing popularity of “fund supermarket” platforms is to be welcomed: […]

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