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 […]
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.
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.
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.
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.
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.
Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing
ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.
Client Trends February 2019:
Fees and tax top of the agenda
Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.
Client Trends January 2019:
Investment fears running high
Market volatility understandably has investors spooked, but select investment opportunities are also coming into view. A range of other financial concerns – and goals – are also driving wealthy individuals to seek advice in their droves.