Client trends January 2022: Serious ambitions to start off the year
The start of a new year has our users thinking about fresh starts on a number of fronts, but making their wealth work as hard as it possibly can is a running theme.
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Are you looking at investment performance the right way?
Securing better-value fees is one of the most powerful moves you can take to make sure your wealth grows as strongly as it can, but there is still too little appreciation that net returns are the figures to pay attention to.
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Client trends November 2020:
Wealth worries swirl amid complex risks
Behavioural biases, Biden and Brexit are dominating our conversations with users this month as both investment risks and opportunities are carefully weighed up.
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2020 performance:
Who have been the winners so far?
It’s vital to keep comparing your wealth manager’s performance to its peer group to make sure you are getting value for money and the returns you need to fulfil your goals.
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