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CIO BLOG: PASTURES OLD, AND NEW
THE WEALTH CHAT PODCAST
Are you mystified by the many facets of wealth?
Or curious as to how to manage it in today's environment?

Listen to the episodes of our brand new podcast.
Fraud awareness
BE FRAUD AWARE - Follow these 'golden' rules
11
Jul
2019
Demystifying the world of lending
With a leveraged investment you would be responsible for repaying the loan and interest on it. Adding leverage to your...
Expert views
With a leveraged investment you would be responsible for repaying the loan and interest on it. Adding leverage to your portfolio may amplify returns in a rising market, although losses may also be amplified if the market falls. There may be an extra risk if you borrow in a different currency to the currency of the assets in your portfolio. If you borrow to buy...
Demystifying the world of lending
07
Jun
2019
At the heart of investing
Past performance should not be seen as an indication of future performance. Investments may be subject to market...
Expert views
Past performance should not be seen as an indication of future performance. Investments may be subject to market fluctuations and the price and value of investment and the income derived from them can go down as well as up. Your capital may be at risk and you may not get back the amount you invest. Changes in inflation, interest rates and the rate of exchange...
At the heart of investing
03
Jul
2019
Why is wealth planning so important?
Past performance should not be seen as an indication of future performance. Investments may be subject to market...
Expert views
Past performance should not be seen as an indication of future performance. Investments may be subject to market fluctuations and the price and value of investment and the income derived from them can go down as well as up. Your capital may be at risk and you may not get back the amount you invest. Changes in inflation, interest rates and the rate of exchange...
Why is wealth planning so important?
15
Jun
2020
Principles for Effective Wealth Planning
At the heart of Kleinwort Hambros’s investment philosophy are three simple objectives: Get the big decisions right, take...
News
At the heart of Kleinwort Hambros’s investment philosophy are three simple objectives: Get the big decisions right, take risk only when risk is well rewarded and avoid large losses. These maxims also apply to the process of wealth planning.
Principles for Effective Wealth Planning
11
Jun
2020
Independent Financial Advisers
Broadening the spectrum of services to your clients
Specialised Services
Broadening the spectrum of services to your clients
Independent Financial Advisers
19
Jun
2020
In Conversation with CLIC Sargent
Luke Mallet, Interim Director of Income and Engagement, explains how CLIC Sargent is responding to the COVID-19 crisis,...
News
Luke Mallet, Interim Director of Income and Engagement, explains how CLIC Sargent is responding to the COVID-19 crisis, as well as the best ways for volunteers and fundraisers to support the charity during this difficult period.
In Conversation with CLIC Sargent