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Investment Bulletin: <br>January 2019

JANUARY 2019

Investment Bulletin:
January 2019

Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.

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Featuring experts from:

  • Cazenove Capital
  • Blu Family Office
  • Psigma Investment Management
  • James Hambro & Partners
  • Quilter Cheviot Investment Management
  • Canaccord Genuity Wealth Management
  • Charles Stanley & Co. Limited
  • UBS

Latest articles and guides

Client Trends January 2019:<br />Investment fears running high

Client Trends January 2019:
Investment fears running high

Market volatility understandably has investors spooked, but select investment opportunities are also coming into view. A range of other financial concerns – and goals – are also driving wealthy individuals to seek advice in their droves.

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Investment Bulletin: <br>January 2019

Investment Bulletin:
January 2019

Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.

Read More

Risk warning:<br /> time for a robo-adviser rethink?

Risk warning:
time for a robo-adviser rethink?

Robo-advisers, automated, algorithmic engines delivering investment recommendations are becoming increasingly popular. But there is more than just low costs for investors to consider: there are serious limitations on the risk front that might be a cause for concern.

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Five bad financial habits to break

Five bad financial habits to break

New Year resolutions tend to focus on health goals, but your financial wellbeing could also be greatly improved by breaking a few bad habits.

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7 reasons you need <br />a (new) wealth manager

7 reasons you need
a (new) wealth manager

Affluent individuals come to findaWEALTHMANAGER.com in search of their best-matched providers for a variety of reasons, and they are as likely to be experienced clients as newcomers to professional advice. See if any of the drivers we hear most about resonate with you.

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Many happy returns: <br />when collectibles present real investment potential

Many happy returns:
when collectibles present real investment potential

Wouldn’t it be nice if Christmas gifts could represent lasting stores of value far beyond the festive season? Here, industry experts give their assessment of some possible presents that may just turn into sound investments too.

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Investment Bulletin: December 2018

Investment Bulletin: December 2018

Fears of recession are front of mind this December, but the bear market case warrants further examination, our experts say. There may also be investment opportunities to take advantage of as volatility stalks the markets.

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Guide to private company investing

Guide to private company investing

Private company investing holds out powerful diversification benefits and can really boost investment returns. It is also more accessible than might be assumed.

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Lay your financial fears to rest this festive season

Lay your financial fears to rest this festive season

The ending of a year and the chance for contemplation means December is the ideal time to take financial stock. Consider how your situation and aims have evolved in light of the following five ways you can make your wealth work harder in 2019.

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Reflecting on feelings and financial outcomes

Reflecting on feelings and financial outcomes

Dennis Harhalakis, Founder of Cambridge Money Coaching, explains why reflecting on our feelings about money should be as much of a focus as market performance as the year ends.

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What a Corbyn government might mean for your wealth

What a Corbyn government might mean for your wealth

The prospect of an ultra-left wing Labour government has wealthy individuals far more worried than the implications of Brexit – and so it should, if a raft of sweeping proposals is likely to come to pass.

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Protecting your portfolio from Brexit risks

Protecting your portfolio from Brexit risks

Brexit – and the political uncertainty surrounding it – continues to dominate the headlines, but it should also greatly inform your investment thinking too. Portfolios will need careful positioning in the years ahead.

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