Investment bankers, like many other high-flying professionals are cash-rich and time-poor. They also have specific needs, like uneven income streams, which wealth managers are adept at advising on.
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DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. DIY investing is widely tipped to explode when the new pension freedoms kick in, allowing retirees to invest (or indeed spend) their savings pots as they wish rather than purchase […]
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Wendy Spires explains why Philanthropy is more of a priority for wealthy individuals than ever, and how to give effectively. Philanthropy is on the rise worldwide, with Europe’s wealthy now almost as active as their US counterparts in the charitable giving stakes, according to new research underscoring just how important giving back is to today’s […]
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Wealth management fees get a bad rap. Understand the value a good wealth manager can bring and put the fees under the microscope writes Wendy Spires. In these cost-conscious times, the issue of wealth management fees remains high on the agenda. Journalists eagerly jump on instances of what they consider to be poor value and […]
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