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How genders and generations are redefining wealth, giving and legacy planning
We don’t think there is an existential threat to the U.S. bull market, and we look at how the Fed and bond markets fit into all of this.
With the potential for further changes to stamp duty and the expectation of rising interest rates, property owners may need to tread carefully.
In an era of slowing house prices, does it still make sense for luxury property owners to capitalise on the equity in their real estate portfolio?
From launching an employee share scheme to selling a business and preparing for wealth transfer, our practical guides provide you with valuable insight each step of the way.
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Managing Director, Head of Investment Strategy
“Europe has long endured a sick and sclerotic economy. But its tepid recovery is showing signs of vibrancy. While more needs to be done to nurture a sustainable recovery, we see attractive opportunities.”
View profileManaging Director, Relationship Management
“We often find our clients focus all of their attention on their business and lack the time to organise their personal and family wealth in the most effective ways. We aim to help by gaining the deepest understanding of their goals and aspirations, and then finding solutions which help them to preserve, grow and pass on their hard earned wealth.”
View profileManaging Director and Head, Client & Business Strategy
“Many of our clients have built very successful enterprises on the back of hard work, innovation and a passion for the business. This focus, however, sometimes means there is less attention paid to how to manage the prosperity they have achieved and how to create the legacy they desire. Assisting clients with these choices is our passion.”
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