FT Guide to Wealth Management

Introduction

We are all living longer, inflation isn’t going away and we have an ever-increasing expectation of the quality of our desired lifestyle. With increasing taxes and volatile investment markets, historically low interest rates and the prevalence of divorce and second marriages, managing personal wealth is a serious responsibility that can be challenging and time-consuming.

There are so many vested interests in the financial services sector, misinformation available from the internet, unsubstantiated claims made by product providers and a very ‘noisy’ media that even the most well-informed person would be forgiven for being totally confused! There are, however, no short cuts, easy answers or perfect solutions because the fiscal and demographic ...