Don’t just invest. Invest to a plan

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.

Read More

#WealthGoals: Making a business property purchase secured against a portfolio

#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.

Read More

Client trends April 2020:<br /> Clients are fire-fighting on many financial fronts

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.

Read More

Client Trends November 2019: Pension tax panics – HNWIs ponder pension concerns

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.

Read More

Bringing Together the Best of British and Swiss Investment Management

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.

Read More