An overhaul of the Capital Gains Tax regime looks likely to be coming soon, meaning that those with significant exposure need to act fast to manage their liabilities down.
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.
Alternative investments can play a vital role in delivering true portfolio diversification and therefore managing risk. Those focusing solely on equities and bonds are likely to have serious investment blind spots.
Direct private equity investments are increasingly preferred by family offices. Here, Nick Warr (head of Private Wealth) and James Goold (head of Private Equity) at […]