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Author: Editorial Team

Conservation Plans – Why Preserving Wealth Is A Priority For Today’s HNWIs

What do High Net Worth Individuals require and, indeed, expect from their wealth managers?  It’s an important question that you might have asked yourself – albeit from a slightly different perspective – when choosing a wealth management firm or assessing the performance of an existing provider.  Equally, it’s a question that wealth managers should be…

When to Consider Wealth Management

It would be perhaps overstating the case to suggest that a decision to talk to a wealth manager represents one of the great milestones of life.  It is true to say, however, that for many people, taking advantage of the services offered by a wealth management firm will mark the beginning of a new approach…

Pastures New – Is it Time for Diversification?

From an investment perspective, we are living through strange and jittery times that may ultimately lead to greater diversification. Let’s start with the strange.  Around a quarter of bonds sold around the world are now said to be paying negative returns when the rate of interest is mapped on to the premium paid to buy…

Striking Out – Starting a Business

Napoleon famously described the British as a “nation of shopkeepers.” Today, however, it might be more accurate to describe the United Kingdom as a nation of start-up founders.  Over the past decade or so, entrepreneurs have achieved something close to mythical status. They are celebrated on television, courted by politicians as the future drivers of…

Inheritance – Why A Windfall Requires Sound Financial Planning

An individual’s response to inheriting a large sum of money – or indeed a portfolio of valuable assets – is often complicated. It’s not universally true, but an inheritance is frequently triggered by the death of someone close within a family. And while the value of the inheritance may be genuinely life-changing, the windfall often…