Insights

A true family legacy is more than the money you leave your loved ones. It’s about passing on a unique set of values, beliefs and purpose to the next generation. But while the wealth industry talks about ‘the great wealth transfer’, we look at what it actually takes to make succession a success.

Forward-looking economic data signalled stronger growth in the last full week of November, but concerns over a new COVID-19 variant quickly clouded the outlook.

Thinking through life in retirement is complex because we are planning for an undetermined period in life with a finite sum of money. However, even if you know when you will retire and understand how your finances might map out, longevity remains an important influence on the quality of life as Simon Prescott explains.

Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation as we approach the point at which we plan to retire. However, we believe the planning needed to sustain our finances for the longest holiday of our life is more important than ever. John Williams explains why.

We’ve been named as the Best Boutique Private Bank for a THIRD year running at the 2021 WealthBriefing MENA Awards for Excellence, and also picked up the award for Best Private Bank – Overall Client Service.

Global inflation dominated news headlines during the week of 8 November, with US prices rising at their fastest rate since 1990, up 6.2% annually, in the face of persistent supply shortages - supply issues that also impacted UK Q3 economic growth.

What are your digital assets worth? Potentially more than you think, which could present a challenge when ensuring they remain in the hands of a loved one after your death. But what strategies can you consider to protect these for the next generation? Pippa Vicks explains.

Optimism around a strong Q3 earnings season and rising US employment created a positive environment for riskier assets and equities in the week of 1 November.

October was a mixed month for markets, with two main detractors and one big plus we would like to highlight.