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The shifting landscape of global wealth
The earnings season isn’t exactly setting the world on fire. But we sift through the clues that lead us to believe equities will see modest gains.
Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.
With changing social attitudes, wealth transfer plans should be personalised to meet the new needs of the next generation.
While we’re optimistic, we recommend that investors be vigilant in 2020. Read our forecasts to learn what we can expect from the market over the next few years and the effects that may impact your portfolio.
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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 profileHead of Client & Business Development
“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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