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Does size matter in wealth management?

Choosing whether to be a ‘big fish in a small pond or a small fish in a big pond’ is one of the more philosophical questions when weighing up wealth managers.

Client trends: April 2024

Our users are urgently turning to wealth managers to get ahead of what 2024’s political earthquakes could do to their portfolios, as well as thinking about private client credit options and how to get the most intelligent bonds exposures possible.

Reduce the Behavioural Costs of Being Human

There is great danger in paying insufficient attention to behavioural finance and ‘anxiety-adjusted returns’, argues Greg B. Davies, Head of Behavioural Finance at Oxford Risk.

What the tax raid on non-doms means for you

An end to the current very generous non-dom tax regime has huge implications for both newcomers to the UK and those already resident. Read on for our summary of its implications for internationally mobile investors and their families.

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