Knowledge Centre

Investment bulletins and guides for your wealth

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Featuring experts from:

  • Blu Family Office
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credit Suisse Private Banking
  • GAM
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kleinwort Hambros
  • KW Wealth
  • Mole Valley Asset Management
  • Plurimi Wealth
  • Psigma Investment Management
  • Quilter Cheviot Investment Management
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • UBS
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INDUSTRY VIEW

The biggest myth in investing?

Introduction Justin Urquhart Stewart, Co-founder of Seven Investment Management, explains why time in the market – rather than timing it – is a far greater driver of long-term returns than many investors realise. Throughout...

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INVESTMENT BULLETIN

Investment Bulletin:
September 2018

This month: Expert Investment Views: Trade worries remain the dominant risk on the investment horizon.Selective opportunities set to spring up in Emerging Markets debt, as definitions diverge.Global...

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GUIDE

Solving Complex Wealth Management Needs: A Short A-Z Guide

Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – can evolve significantly over time. A person...

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FAMILY WEALTH PLANNING

Think Carefully Before Becoming the “Bank of Mum and Dad”

Rocketing house prices, lacklustre wage growth and tougher lending conditions mean that helping children – or grandchildren – get onto the property ladder is now very much the norm. It is essential to understand the implications of all...

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CEO INTERVIEWS

Making a speciality of
serving US citizens

Special tax reporting requirements for US citizens have made some institutions wary of serving them, yet some have chosen instead to make this a speciality. In this exclusive interview, Mary-Anne Daly, UK Chief...

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INVESTMENT BULLETIN

Investment Bulletin:
August 2018

This month: Plenty to ponder by the pool   No summer break from political machinations.  Several markets begin to make their moves.  Rates expected to remain stubbornly low.  Open-minded investing...

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CEO INTERVIEWS

KW Wealth: Putting financial planning front and centre

David Inglesfield, Head of Wealth at KW Wealth, explains why his firm is different by virtue of being a financial planning firm foremost, and one which puts its role as a steward of wealth first. What is KW Wealth’s history and how does it stand now in terms of its UK presence and client base? David: KW...

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GUIDE

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

1. Protection Unfortunately, wealth can be all-too transient, so first take steps to protect the money you have accumulated from common dangers.Protect cash depositsYou may have accumulated wealth through your career,...

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PERFORMANCE

Do you wrestle with the risk-reward payoff?

Mark Endacott, Relationship Manager at Seven Investment Management (7IM), explains why investors may need to revisit their risk-profiles more frequently than they might think – and why ratcheting up risk exposure even quite modestly can...

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INVESTMENT BULLETIN

Investment Bulletin:
July 2018

This month: A “regime change” in the markets  Sterling’s fortunes continue to wane off the back of Brexit uncertainty. Positive...

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GUIDE

Self-invested personal pensions (SIPPs)
– A quick guide

Many people will have a company pension where funds are invested on a collective basis, but Self-Invested Personal Pensions (SIPPs) provide a very attractive way for all affluent individuals to put money aside for retirement (the accumulation...

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GUIDE

Investing made simple

How it works (what is risk) Investing is about putting money into something in the...

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