Client trends: February 2023
Gold represents a glittering prospect for many of our users currently, but more prosaic matters of tax planning and portfolio strategy are also high on their agendas this month.
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The wealth management year
in review
2019 has been an eventful year on the wealth management front, with numerous changes affecting financial planning for HNWIs to contend with, alongside a tumultuous investment environment.
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Client Trends October 2019:
Doubts over passives and BPR investments bubble up
Warnings that the passives market could see a dramatic reversal of fortune are front of mind this month, while HNWIs also ponder which IHT mitigation techniques are future-proof
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Bringing Together the Best of British and Swiss Investment Management
Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.
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