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Portfolio, Wealth Management

Clients’ increasing appetite for alternative investments

According to a leading barometer of global investment trends, the world’s wealthy held 14% of their assets in alternative investments in 2014, increasing their allocation from 10% the year before. A variety of factors suggests an appetite for alternatives will keep on rising as more affluent investors come to appreciate the important part they can […]

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Wealth Management

Financial planning tips when gifting assets to children

Giving children a helping hand financially is laudable, but needs to be approached sensibly, explains Alastair Barbour, partner in investment management at Smith & Williamson. Rising house prices have exacerbated two problems for many British families: the possibility that the older generation’s assets will exceed the inheritance tax allowance, as well as real difficulties facing […]

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Cazenove Capital, Expert Opinion, Investments, Law & Accounting, Services, Wealth Management

Combining the strengths
of two venerable institutions

Kate Leppard, Deputy Head of Wealth Management for Cazenove Capital Management tells us the history of her firm’s merger and what they can do for your investments. Can you briefly describe Cazenove Capital Management’s history and how the firm now stands in terms of its UK presence? Cazenove Capital Management is the wealth management business […]

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