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Client trends: December 2022

Client trends: December 2022

A multi-faceted tax raid is set to rock even the modestly wealthy in the UK, meaning it is incumbent on us all to take a long hard look at our financial strategies as the year draws to a close.

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Investment Bulletin: <br>November 2022

Investment Bulletin:
November 2022

Value hunting in UK – and global – equities alongside a return to robust bond yields are the hottest topics for this month’s wealth management commentators.

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Client trends November 2022

Client trends November 2022

People come to our service looking for all kinds of things, but this month real equities expertise and quick-thinking advice on diversification and financial planning have been top of the agenda.

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The psychology of <br />coming into a large amount of money

The psychology of
coming into a large amount of money

Psychotherapist Amanda Falkson explains the potential pitfalls associated with a sudden windfall – whether that be through a lottery win, an inheritance or a business sale – and why undergoing wealth counselling might be a wise course for those who find themselves in this position.

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Investment Bulletin: <br>October 2022

Investment Bulletin:
October 2022

All eyes are on the US and UK this month as political and economic factors loom particularly large in investment decisions – and the weighing up of risk.

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The only way to manage your money effectively

The only way to manage your money effectively

There are many facets to managing wealth effectively, but investors can get a strong toehold on the best strategy to pursue if they think in terms of risk “buckets” to allocate their funds to.

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How To Interview A Wealth Manager

Have a read of our free downloadable guide about interviewing wealth managers to make the most of your free, no-obligation consultations.

This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.

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Other readings you may be interested in

Client trends July 2022: <br />Pension drawdown, property wealth and the tech sector are top of the agenda

Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda

HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.

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Client trends June 2022: <br />Rising longevity risks, behavioural biases and potential tax surprises top the HNW agenda

Client trends June 2022:
Rising longevity risks, behavioural biases and potential tax surprises top the HNW agenda

Longevity risks, cryptocurrency taxation and the potential for behavioural biases to hurt wealth are featuring strongly in our current conversations with clients.

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Client trends May 2022: <br />Change is in the air on a number of fronts

Client trends May 2022:
Change is in the air on a number of fronts

Wealth planning issues of various kinds have been a real feature of our conversations with High Net Worth Individuals in recent weeks.

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Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.

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Client trends March 2022: <br />Portfolio protection worries prompt a deluge of enquiries

Client trends March 2022:
Portfolio protection worries prompt a deluge of enquiries

Shocking turns in global events have rightly caused an outpouring of sympathy, but people are naturally also worried about how their own lives and finances will be affected as the world is rocked by news of war.

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