If a client 'needs' a higher rate of investment return than the portfolio they are likely to be comfortable with is expected to earn, writes Greg Davies, then they need better needs, not riskier investments
Should the return a client ‘needs' to meet their set of goals be a consideration when deciding how much risk to take with a portfolio? It is a tempting thought, it is easy enough to calculate and it certainly...
Jumpstarting funding for clean energy infrastructure
Green bonds are one of the more visible sides of the increasing interest in environmental, social and governance (ESG) impacts on investing. The events of 2020 appear to have only accelerated this trend.
'We have seen a sea-change in attitude'
Assessment of value reports
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Pension boost from lockdown pain
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020