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The art of property investing

What should investors consider when buying property, and how should they balance property versus other investment options? Watch our webinar to hear our views.
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Published 29 July
30 mins

With the announcement of the temporary stamp duty holiday by Rishi Sunak in the UK Supplementary Budget on 8 July, UK property enquiries have risen dramatically with both buy-to-let resident investors, as well as overseas investors. It’s an opportunity to invest in a much-loved investment against a legislative backdrop over the last five years that has targeted landlords and overseas buyers.

However, what should investors consider when buying property, and how should they balance property versus the plethora of other investment options to ensure better long term outcomes for their finances?

Join Lucy Willers and Martin Ibanez, two of our Isle of Man private bankers, and John Williams, head of wealth planning, for a 30 minute discussion – including Q&A – on the opportunities and pitfalls of property investing.

about the presenters

John Williams

John Williams

John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

John has over 25 years of advisory and management experience, working for global organisations providing solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.

Lucy Willers

Lucy Willers

Lucy joined the Isle of Man team in 2008 from HSBC. She looks after a portfolio of high-net-worth clients and ensures they benefit from a high level of service. She takes great pride in covering all aspects of her clients’ wealth management requirements, ensuring that appropriate advice is provided based on their investment objectives and tolerance to risk on an ongoing basis.

 

She is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.

Martin Ibanez

Martin Ibanez

Having joined the bank in its first year of establishment, Martin is one of our longest-serving members of staff and worked predominantly in our treasury operation before moving to the private banking team in 2004.

 

Martin is the relationship manager for a number of high-net-worth clients, delivering high quality service covering all aspects of their wealth management requirements, including lending, foreign exchange, and investment solutions.

 

Martin is a member of the London Institute of Banking and Finance.

Access more of our webinars

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Rebecca Cretney was joined by Tom Caddick on 7 October at 12.30pm UK time to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

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Webinar invite: challenges facing families during the great wealth transfer

21 Sep

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What hurdles might families face as they seek to hand down wealth to the next generations? Our webinar at 12.30pm UK time on 3 November, presented by experts from Nedgroup Trust and Ogier, helps you to understand the challenges and what help is on hand.

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