Our Chief Investment Office and experts share insights into our house view and macro trends. Read our latest investment market updates here.
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.
If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.
In an exclusive webinar recorded on 2 March, Thomas Becket from our Chief Investment Office met with Mark Holman from TwentyFour Asset Management to discuss why fixed income investing could be an attractive alternative right now.
Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities
With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).
All blog categories
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.