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.
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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.
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The Spring Budget gave a boost to those who would like to finally offload buy-to-let properties, and the impending start of a new fiscal year is focusing minds on trimming tax and other liabilities generally.
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Inheritance Tax is back on the agenda as our users also ponder more philosophical wealth management issues around investment and institutional styles.
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