Equity selection – and investment style – are popular topics of conversation with our clients currently as media pundits advocate value strategies over growth.
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.
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.
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.
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.