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.
Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
#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.
Why do wealth managers step in where high street banks fear to tread?
Increasingly automated decision-making is shutting many High Net Worth Individuals out of traditional borrowing routes, and opening the way for wealth managers to step into the breach with their very much more personal approach.