Wealth news and insights

Knowing what to do with inherited wealth can present a difficult and emotional challenge. And weighing up how best to put it to work to meet your short and long-term goals isn’t always straightforward. Cash flow modelling can be a vital tool in helping you decide what to do. 

We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the 2023 City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing? And why do we feel ESG is no longer just a ‘nice-to-have’ for clients, but is fast becoming a mainstay of portfolios?

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.

Khaled Miah, Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

Experts from both our Chief Investment Office and our Wealth Planning team came together to discuss their thoughts on the rapidly changing global economy – and the potential impact on you as an investor.

Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.