Getting the Big Decisions Right
A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long term and for current and future generations. Our wealth planning team share the insights and information that can help when tackling those big decisions.
07
Jul
2020
Time for Reflection
Written by Stuart Beaver, Senior Wealth Planner
Written by Stuart Beaver, Senior Wealth Planner
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...
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 Planning21
May
2020
Not Quite Business As Usual
In the first of a series of short reads from the Kleinwort Hambros Wealth Planning team, Patrick Treliving gives his...
In the first of a series of short reads from the Kleinwort Hambros Wealth Planning team, Patrick Treliving gives his...
News
In the first of a series of short reads from the Kleinwort Hambros Wealth Planning team, Patrick Treliving gives his take on how the team are operating not quite as usual.
Not Quite Business As Usual23
Mar
2020
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?
Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment?
Markets and Insights
Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment?
The Wealth Chat Podcast
03
Feb
2020
Morning Chat
Written by Nicholas Lowson - Senior Portfolio Manager
Written by Nicholas Lowson - Senior Portfolio Manager
29
Jan
2020
Expert Views Videos
It is the know-how of our proactive teams that helps us simplify life’s financial challenges. We can put together a team...
It is the know-how of our proactive teams that helps us simplify life’s financial challenges. We can put together a team...
Markets and Insights
It is the know-how of our proactive teams that helps us simplify life’s financial challenges. We can put together a team with the expertise and resources that are right for each client. Direct access to our private bankers, wealth planners, investment managers and credit specialists means our clients understand how we are looking after their interests and...
Expert Views Videos
04
Feb
2019
4 February 2019
Morning Chat and Market Data
Morning Chat and Market Data
Morning Chat and Market Data
4 February 2019