Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
Managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.
Safeguarding our physical health is naturally top priority, but once all possible steps have been taken here, it might be time to redirect attention to your financial health and turn any additional time to good account.
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.
You pay a wealth manager to maximise your investment returns and so you should never put up with disappointing performance for any significant period of time. Ask these questions to get a better overview of how your investments are doing.
People tend to focus on the investments side of the wealth management equation, but a sound financial plan should really be your starting point. Everything follows from knowing what you are investing for, when you need results and what it will take to achieve your goals.