Client trends: June 2024
Metals investing, tax mitigation and how to navigate pension freedoms effectively are top of the agenda this month, demonstrating once again the breadth of concerns we help our users address.
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Client trends: May 2024
This month, our users are expressing interest in diversifying away from US tech stocks, and perhaps making highly contrarian investment calls. As ever these days, the financial ramifications of politics are also front of their minds – this time as regards pensions.
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Client trends: April 2024
Our users are urgently turning to wealth managers to get ahead of what 2024’s political earthquakes could do to their portfolios, as well as thinking about private client credit options and how to get the most intelligent bonds exposures possible.
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Client trends: March 2024
The Spring Budget gave a boost to those who would like to finally offload buy-to-let properties, and the impending start of a new fiscal year is focusing minds on trimming tax and other liabilities generally.
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