z-kolkiemz-kolkiem

Money management

Your wealth goals don’t just have to be long term. Life is not a linear journey, and you may need to be working towards multiple goals.

Find out more

Managing your finances properly doesn’t just have to be focused on the long term and there are significant benefits to planning to achieve your wealth goals, and particularly since the future is inherently uncertain. Meanwhile, any financial decision is likely to have implications for you and your family in the short, medium and long term.  For us, that means a combination of investing, structuring and people’s expertise.

For us, holistic money management encompasses:

Major life events

Protecting your digital legacy

27 Jul

   |   6 mins

What are your digital assets worth? Potentially more than you think, which could present a challenge to ensure they are passed to loved ones after your death. But what strategies can you consider to protect these for the next generation?

Major life events

Don't end up 'someplace else' - a plan for expat living

20 Jul

   |   5 mins

Having a wealth plan can be even more important as an expat, as you will likely have more complex financial needs and assets spread around the world. Failing to plan could financially leave you 'someplace else'.

Major life events

How might the Queen’s financial affairs have changed in 70 years on the throne?

1 Jun

   |   5 mins

As we celebrate the Queen’s Platinum Jubilee, we look back at how life has changed for women financially since 1952 and how changes in women’s rights may have helped her control more of her own affairs – unique as they are.

Major life events

Dementia awareness and your wealth

19 May

   |   5¼ mins

With Alzheimer’s Research UK estimating around one million people in the UK suffer from dementia, of a global total of over 55 million, it is increasingly important to plan for the possible financial consequences in case of mental incapacity, as Simon Prescott explains.

Money management

When is enough enough?

3 May

   |   5¼ mins

Society encourages us to endlessly strive for ‘more’ – whether that’s money, recognition or to be seen as successful. Some people, however, understand that achieving ‘enough’ may result in a happier life. Huw Williams explains the thinking.

Money management

How herd mentality affects more than just your investments

3 May

   |   4¾ mins

From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.

Money management

Three things to understand about London property

20 Apr

   |   6½ mins

Ever since Roman times, there has been a settlement in London. Over the centuries it has flourished, but it has also weathered its fair share of crises. But what should the modern buyer be aware of that is peculiar to the capital, or influences its market more than those of other cities?

Money management

What’s happening in London's residential property market?

31 Mar

   |   7 mins

Many events affect the demand and supply of the capital’s property, and therefore valuations. But what is currently impacting London's residential property market? What should buyers (and sellers) be aware of?

28 JANUARY | ONLINE

2021 Q1 London Residential Property Update

With so many events and news headlines impacting the UK capital’s residential property market, join us for a 30 minute discussion, plus time for Q&A to find out what’s changed and what predictions our experts have for 2021.

Colin Campbell, private banker and lending specialist at Nedbank Private Wealth is joined by Marcus Dixon, head of research and data analysis at LonRes, and Rob Cohen, who is the managing director of the MJ Group International.

Search suggestions