Client trends March 2021: <br />Chill winds from Budget freezes add to investors’ insecurities

Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities

The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.

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Client trends February 2021: <br />A sense of urgency builds among users on a number of wealth management fronts

Client trends February 2021:
A sense of urgency builds among users on a number of wealth management fronts

A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.

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2020 Vision: what the year taught us about managing wealth

2020 Vision: what the year taught us about managing wealth

2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.

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Client trends November 2020: <br />Wealth worries swirl amid complex risks

Client trends November 2020:
Wealth worries swirl amid complex risks

Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.

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Mind the women’s wealth gap

Mind the women’s wealth gap

Women face a serious wealth gap if they do not take action to remedy a series of dangers to their long-term financial security – and now might be an excellent opportunity to do so.

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Why home bias can seriously harm your investment returns

Why home bias can seriously harm your investment returns

Properly diversifying your portfolio across asset classes, markets, sectors, currencies and financial instruments is a serious undertaking, but by removing home bias you can maximise rewards and minimise risks.

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Doing well by doing good

Doing well by doing good

Research has proven that investing sustainably doesn’t necessarily impair returns at all – and may in fact be key to achieving good performance in a rapidly changing world.

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Why all wealth managers are not alike

Why all wealth managers are not alike

Not all wealth managers are alike, and there are plenty offering robust investment performance, competitive fees and great service. It pays to review your relationship, particularly if your provider has been in the headlines.

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How much risk with your investments should you take?

How much risk with your investments should you take?

Taking on the right amount of investment risk is key to achieving your financial goals, but balancing desire and need can be tricky and call for complex calculations – particularly with retirement saving.

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