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7 Results from /wealth, 2022

Six questions to ask yourself on investment risk
Marco Mottadelli

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Six questions to ask yourself on investment risk

It is easy to be seduced by the potential upside for an investment. If the market for electric cars is growing, surely Tesla is a good investment? Or if stay-at-home fitness is the latest trend, Peloton shares are likely to fly. If inflation is soaring, gold must be a good bet, or if interest rates are rising, it’s the time to buy banks. This migh...

/wealth

Regular vs lump-sum investing: Which is right for you?
Marco Mottadelli

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Regular vs lump-sum investing: Which is right for you?

Choosing whether to invest larger sums infrequently, or smaller sums frequently, may not seem like an important decision, but each approach can lead to profoundly different results. There are two main routes into financial markets. Investors can drop in large sums in one go or they can drip feed money into the market via regular savings. Few people...

/wealth

Getting the right balance for your ISA investments
Marco Mottadelli

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Getting the right balance for your ISA investments

Investors will often spend a lot of time and effort choosing the right investments for their ISA each year, but existing portfolios don’t always attract the same level of attention. This can lead to your ISA portfolio becoming unbalanced, ill-prepared for changes in market direction and out of sync with your long-term financial goals. A well-consi...

/wealth

Early birds reap the benefits from tax-free savings
Marco Mottadelli

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Early birds reap the benefits from tax-free savings

Often how you invest is as important as where you invest. Many investors know about the importance of using their ISA allowance but fewer think about using it early. If you’re serious about investing for the future, getting an early start can make a real difference to your wealth. Tax efficiency can add up over time Using their ISA allowance eac...

/wealth

Taking control of your money: Cash might feel reassuring but growth means investing
Marco Mottadelli

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Taking control of your money: Cash might feel reassuring but growth means investing

Cash can be comforting; put £10,000 in a savings account and when you need it, you’ll get £10,000 back, possibly with a little interest. Against this apparent stability, it’s perhaps understandable that people don’t want to take a chance on an unpredictable stock market, where the value of your money can depend on everything from interest rates to...

/wealth

The wealth advice revolution is here, how will you adapt?
Retired Member

Retired Member

The wealth advice revolution is here, how will you adapt?

While the wealth management sector has been something of a laggard when it comes to technology and innovation, changes in the financial services world related to regulation, compliance, competition, and client expectations mean that the sector has reached a tipping point, and the time to evolve has arrived. At a fundamental level, wealth managemen...

/wealth

Digital assistants: Alleviating burdens permeating wealth management
David Wilson

David Wilson Senior Business Development Manager at Objectway

Digital assistants: Alleviating burdens permeating wealth management

By 2030, according to multiple management consulting firms, advisers will gradually shed their role as investment managers and become more like wealth coaches who advise clients on their financial wellness needs more broadly. In order to profitably serve customers, wealth firms will need to be radically leaner than they are today and set a rising ...

/wealth

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