Client trends October 2020: <br />Revising retirement plans becomes a priority as yield becomes harder still to find

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.

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#WealthGoals: Time to move out of cash

#WealthGoals: Time to move out of cash

Cash may feel safe in volatile times, but savers are realising that it might be anything but in today’s toxic mix of record low rates and potential inflation.

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Ready for negative interest rates?

Ready for negative interest rates?

Investors are used to rock-bottom interest levels, but now the prospect of negative rates is coming into view – necessitating a wholesale review of many people’s financial strategies.

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What the 2020 goldrush means for you

What the 2020 goldrush means for you

Joining this year’s rush of “goldbugs” might seem tempting if growth predictions are to be believed, but investors must look at their portfolio in the round first.

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2020 performance: <br />Who have been the winners so far?

2020 performance:
Who have been the winners so far?

It’s vital to keep comparing your wealth manager’s performance to its peer group to make sure you are getting value for money and the returns you need to fulfil your goals.

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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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Client trends June 2020: <br /> HNWIs move to get ahead in wealth stakes before things heat up

Client trends June 2020:
HNWIs move to get ahead in wealth stakes before things heat up

Rapid changes in the investment and fiscal landscape are prompting the affluent to get proactive across their wealth management plans before things really heat up.

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Client trends May 2020: <br/>Cash and clients in motion amid a period of reflection

Client trends May 2020:
Cash and clients in motion amid a period of reflection

Market events and the continuing uncertainty ahead have prompted more people than ever to reconsider their financial strategy, and there are a huge variety of issues on their minds.

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Is your wealth manager fighting back or running scared?

Is your wealth manager fighting back or running scared?

Your wealth manager should be making a whole range of proactive moves to protect your portfolio, so read on to see if yours is making the grade

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