Client trends January 2022: Serious ambitions to start off the year
The start of a new year has our users thinking about fresh starts on a number of fronts, but making their wealth work as hard as it possibly can is a running theme.
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Client trends December 2021: Stagflation, high fees and pension shortfalls top HNWIs’ concerns
The holiday season is a great time to tackle longstanding financial to-dos and we’re hearing from lots of people looking to proactively address a range of wealth concerns this Christmas.
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Waste no time in defending your wealth
The finances of wealthy individuals are threatened on a number of fronts as a perfect storm of inflation, market uncertainty and effective tax rises close in.
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Client trends November 2021: Investor confidence wanes as inflation ratchets up
November is seeing the same flurry of activity which has characterised the autumn as investors seek advice on a range of investment and financial planning issues.
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