Examining women’s rush
to wealth advice
A significant uptick in female users signals a sea-change in women’s attitudes to managing their wealth and we’re seeing providers stepping up in myriad ways to help them.
2020 Vision: what the year taught us about managing wealth
2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.
#WealthGoals:
Letting go of buy-to-let
Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.
The returning expat: prior planning and preparation is paramount
There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.
Brexit-proof your investments
Brexit poses difficult questions for institutions operating in Europe – and the UK expats they serve – but this is no time for investors to take a “head in the sand” stance.
#WealthGoals: Putting Socially Responsible Investing into practice (within a financial plan)
Socially Responsible Investment doesn’t have to be an afterthought when your financial planner has suggested an investment portfolio is suitable for your current situation. Andy […]
Ten wealth management mistakes that could cost you dearly
Avoiding these classic wealth management mistakes will help ensure you are always making the most of your financial health, rather than paying the price for a lack of proactiveness.
Are you feeling your finances?
Emotions are an important part of the wealth equation and how we let them affect our investment and financial planning decisions dictates our success to a significant degree. The key is aligning our “gut feelings” with real wealth management wisdom.
Client trends October 2020:
Revising retirement plans becomes a priority as yield becomes harder still to find
The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.
