GUEST ARTICLE

Are your clients truly getting value from their BR solution?

By Matt Dickens, Senior Business Development Director at Ingenious – Financial planners and wealth managers should of course be striving to deliver on the needs and circumstances of specific clients with the most suitable and effective advice. But as with any service, this must be delivered at the best possible value for the investor. Value can be simplistically defined as the service that delivers the most at the lowest financial cost, but in the estate planning space, how do you assess what good value is? 

20/10/2020
GUEST ARTICLE

In an economic downturn, VCTs offer investors a range of advantages

In an economic downturn, VCTs offer investors a range of advantages

By Jack Rose, Triple Point – With the economic uncertainty prompted by Covid-19 likely to continue into the foreseeable future, one of the few certainties is that companies need to have a high-quality product or service, be adaptable, well capitalised and led by an outstanding management team. In doing so, they will ensure they are better placed to deal with the ongoing and varied challenges of the economic crisis as well as offering investors value in a turbulent market.

16/10/2020

Special Reports

IMPACT INVESTING

Global private wealth holders set to almost double impact investing allocation over next five years

Global private wealth holders set to almost double impact investing allocation over next five years

A new report launched by Campden Wealth, Global Impact Solutions Today (GIST), and Barclays Private Bank reveals the growth in leading private wealth holders and family offices investing for positive social and environment impact, with the average portfolio allocation set to almost double, increasing from 20 per cent in 2019 to 35 per cent by 2025.

12/10/2020