Client trends May 2021:
The focus is on equity investment selection, with family wealth matters front of mind too
Equity selection – and investment style – are popular topics of conversation with our clients currently as media pundits advocate value strategies over growth.
Don’t just invest. Invest to a plan
Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.
#WealthGoals: Making a business property purchase secured against a portfolio
Business owners have a lot to gain through having a wealth manager align their business and personal financial strategies, particularly when it comes to private client lending.
Client trends April 2020:
Clients are fire-fighting on many financial fronts
Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.
Client Trends November 2019: Pension tax panics – HNWIs ponder pension concerns
Retirement planning is back in the spotlight, with those approaching the lifetime contribution limit and women expressing concerns in particular. Elsewhere, savers are losing their patience with rock-bottom interest rates.
Bringing Together the Best of British and Swiss Investment Management
Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.