How to carry out
an investment review, fast
It’s easy to put off your investment review, but with our handy framework you can quickly understand the portfolio performance and service value you are getting.
Client trends January 2021:
Proactiveness rules as we turn to a much-altered future
It’s difficult to say what 2021 will bring for investors (or indeed taxpayers), but it is certain that being proactive about your financial affairs will serve you well whatever the year has in store.
Stamp out these investor sins in 2021
Developing your best instincts as an investor can be a long journey, leaving us prey to behavioural biases, knee-jerk reactions and other “sins” along the way that may cost dearly in terms of returns.
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.
Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Client trends November 2020:
Wealth worries swirl amid complex risks
Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
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.
Client trends September 2020:
Important points of investment strategy are preoccupying investors
Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.