NOVEMBER 2023
Investment Bulletin:
November 2023
This month’s panel wealth managers dig deep into European markets, government bonds and defensive sectors to highlight a range of potential investment opportunities.
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Turning a pretty penny through coin collecting
Rare coins might not spring to mind as an asset class for serious investors, yet they have delivered consistently strong returns over the decades and have a lot to offer even the entry-level enthusiast
Client trends: November 2023
Fee transparency and granular fund comparisons are the flavour of the month, but the coming festive season also has users thinking about tangible assets.
How to invest in whisky,
as the world awaits another £1m Macallan
Whisky may not be the best known ‘liquid investment’, but it has been delivering really impressive returns as a whole and some of the rarest bottles can fetch upwards of a million pounds.
What a trust could do for your wealth management plan
Trusts are a hugely valuable weapon in the wealth management arsenal, allowing settlors to protect assets from tax and other threats, while exerting significant control over how they are distributed to beneficiaries.