• A word of advice

  • Auteur(s): Citywire
  • Podcast

A word of advice

Auteur(s): Citywire
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  • Résumé

  • Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything that’s on advisers’ minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement.
    Citywire
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Finances personnelles Économie
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Épisodes
  • Add some structure

    Add some structure
    Apr 24 2023

    Structured products are overlooked and underrated, be it from a financial planning or a portfolio construction perspective. Rachael Marsden, senior investment director and head of structured products at Brooks Macdonald, believes it's time to give them the attention they deserve.

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    21 min
  • Retire wisely

    Retire wisely
    Apr 13 2023

    Decumulation is a tricky one. It's about more than accumulating in reverse and requires careful planning, a healthy amount of realism and foresight. Isobel Gingell, investment director at Brooks Macdonald, and Tom Fleming, wealth manager at Investment Quorum, explain how advisers can help clients achieve a decent income in retirement age from day one.
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    25 min
  • Go for the alternative

    Go for the alternative
    Mar 28 2023

    Many see the alternative investment market (AIM) as a financial Wild West – highly speculative in nature and laxly regulated. Laissez-faire as it may be, however, the AIM has some qualities that make it an attractive playground for investors. Ewan Millar and Joe Capaldi, senior investment director and investment director at Brooks Macdonald, chime in.
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    25 min

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