Impact investing: When the returns are more than just financial
Investing is all about putting your capital to work so that it generates attractive financial returns, but there is a growing recognition that doing well from your investments doesn’t preclude doing good through them also. What is known as impact or positive investing is rapidly gaining currency with all kinds of investors in the UK, […]
The richest places in the UK
The United Kingdom is the world’s third largest home for high net worth individuals. In this blog we explore the richest places in the UK.
What is advisory investment management?
Advisory Investment Management is a popular choice and it is what most of the affluent individuals who come to findaWEALTHMANAGER.com are looking for. Some individuals wish to retain a higher degree of control over the day-to-day management of their portfolio than they would get from a discretionary investment management relationship. Equally, some clients are already […]
Guide to private equity
While not everyone will be familiar with its workings, the UK private equity industry is undoubtedly big business. Every year private equity firms (and to a lesser extent investors acting as individuals too) provide thousands of unquoted UK companies with the capital they need to develop; they also help to launch ambitious young start-ups with […]
Classic car investments race ahead with roaring returns
Classic car investments can give their owners a great deal of pleasure, yet they can also offer very attractive returns. Several big market wobbles this past month will perhaps have made nervous equity investors think about safe-haven assets which can serve as enduring stores of value during volatile times. The fact that the European Central […]
The future of the UK property market:
Exploding the myths
There are lots of UK property price moves reported, this blog by Naomi Heaton explains the UK property price myths that are reported. First-time buyer numbers are increasing. A big budget Stamp Duty shake-up has slashed the tax burden for many. Property prices grew nationally by 7.1% last year. It would be easy to think […]
Changes to tax on trusts:
What you need to know
Establishing multiple trusts can be a useful IHT mitigation technique, but wealthy individuals need to be aware of important changes to tax on trusts. The government announced in the Autumn Statement that, following three rounds of lengthy consultations, it had abandoned earlier proposals to split the nil rate band among multiple trusts established on different […]
Investment Bulletin:
February 2015
This month: Cheap oil and currency wars Beware inflation-linked bonds. The world adjusts to cheap oil prices. Europe pulls QE trigger. Currency wars rage, creating ripple effects. Featuring this month’s experts: In this monthly investment views a selection of leading UK wealth managers share their opinions for February 2015. EQUITIES A word of warning on […]
The cost of managing your own wealth versus a professional manager
In recent years it has become much easier for individuals to manage investments themselves. The growing popularity of “fund supermarket” platforms is to be welcomed: these have helped reduce costs, played a vital role in supporting and educating investors and made the rise of the DIY investor possible. Arguably, they’ve also put pressure on the […]