Ramzy Rasamny explains Plurimi Wealth’s offering and why its style of independent advisory investment management appeals to international entrepreneurs in particular. He is the chief executive and co-founder of the Plurimi Group after a 25-year private banking career with some of the world’s largest institutions. Can you briefly describe Plurimi Wealth’s history and how the […]
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Duncan Stratford, Head of UK Front Office at Canaccord Genuity Wealth Management (UK and Europe), explains his firm’s approach to serving a wide range of clients with very different needs. Can you briefly describe Canaccord Genuity’s history and how the firm now stands in terms of its UK presence and client base? Canaccord Genuity Wealth […]
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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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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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