Client trends July 2020: <br />HNWIs still worry over wealth taxes and which investment styles to deploy

Client trends July 2020:
HNWIs still worry over wealth taxes and which investment styles to deploy

HNWIs are citing a huge range of concerns, but whether wealth taxes will emerge and what the best investment approaches are in this new world are foremost.

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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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Bringing Together the Best of British and Swiss Investment Management

Bringing Together the Best of British and Swiss Investment Management

Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.

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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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Wealth experts debate <br>direct equities versus funds

Wealth experts debate
direct equities versus funds

Choosing whether to invest in funds or in direct equities is a key question with a number of nuances that need to be understood, investment […]

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