Many clients are content with discretionary wealth management services, yet there is much to be said for the advisory route when investors are looking for a wider range of investment opportunities and a more hands-on approach.
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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.
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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.
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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.
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