Client trends September 2019:<br /> Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns

Client trends September 2019:
Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns

It’s “back to school” season and the pressure of meeting education fees and being the “Bank of Mum and Dad” is front of mind for […]

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Jargon buster: <br />Key wealth management terms <br />explained

Jargon buster:
Key wealth management terms
explained

As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.

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Client trends August 2019: <br/>HNWIs get proactive on savings, pensions and fees

Client trends August 2019:
HNWIs get proactive on savings, pensions and fees

Derisory savings rates, the threat of pension scams – or gender-based shortfalls – along with excessive investment management fees are all hot topics as the mercury rises this August.

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Client trends July 2019: Wealth worries worsen as summer heats up

Client trends July 2019: Wealth worries worsen as summer heats up

From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.

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Why medics should urgently seek a wealth health check

Why medics should urgently seek a wealth health check

Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.

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Why you can’t let money be the last taboo

Why you can’t let money be the last taboo

A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.

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Client trends June 2019: Investors get proactive about IHT and value for money

Client trends June 2019: Investors get proactive about IHT and value for money

IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.

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Could do better? Why it pays to regularly review your relationship

Could do better? Why it pays to regularly review your relationship

There are a plethora of reasons why regularly reviewing your wealth management relationship is an excellent habit. Better performance, value for money and service await.

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Client trends May 2019: Focus on due diligence, pension perils and property planning

Client trends May 2019: Focus on due diligence, pension perils and property planning

Recent news has highlighted the importance of getting financial advice from the right sources, particularly when big decisions about pension transfers and property are concerned.

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