Client trends: April 2023
Banking sector tribulations have got people thinking seriously about deposit safety again; a desire to grapple with wills and estate planning is markedly on the rise among our users too.
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Client trends March 2022:
Portfolio protection worries prompt a deluge of enquiries
Shocking turns in global events have rightly caused an outpouring of sympathy, but people are naturally also worried about how their own lives and finances will be affected as the world is rocked by news of war.
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How to speed date
potential wealth managers
Posing these quick-fire questions to a shortlist of wealth managers will help you arrive at a good match quickly, much in the style of speed dating.
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Client trends February 2022:
Minds are opening to junior market and VCT investments
The wealthy are certainly not exempt from money worries, and heightened return and dividend ambitions are opening minds to some slightly more unusual investment opportunities this month.
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