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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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