Investment Bulletin: <br>October 2021

Investment Bulletin:
October 2021

The coming months will be a time of both opportunity and risk, but investors shouldn’t be cowed into staying on the side lines due to uncertainty in the markets.

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Client trends October 2021: <br />Our users are determined not to see their wealth eaten away

Client trends October 2021:
Our users are determined not to see their wealth eaten away

Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.

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Why investors need managing as much as their investments

Why investors need managing as much as their investments

Behavioural finance has an increasingly central part in conversations about investment risk, since managing emotional responses plays a key role in maximising returns.

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Investment Bulletin: <br>September 2021

Investment Bulletin:
September 2021

All eyes are on China’s reform programme and the huge, likely underappreciated implications for investors in both the Chinese market and elsewhere.

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How to protect your finances from inflation

How to protect your finances from inflation

Inflationary fears are cranking up, but there is a lot that savers can be doing to lessen the erosive impact it can have on their wealth – starting today.

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Why it pays to scrutinise wealth management fees

Why it pays to scrutinise wealth management fees

Wealth manager fees can feel complex to understand, let alone compare, but there is an easy process to put you the client back in control.

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Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Client trends September 2021: Concerns about private school fees and pension plans are at the fore

Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.

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Investment Bulletin: <br>August 2021

Investment Bulletin:
August 2021

Continuing opportunities in China, emerging market bonds and food production are top among the investment themes highlighted by our panel wealth managers this month.

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Finding purpose in family business

Finding purpose in family business

Investing along Environmental, Social and Governance lines is one of the biggest trends of our time and is being taken up with more enthusiasm than ever by wealthy families today.

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