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Financial advice

Impact investments rocketed to $35bn in 2017

June 8, 2018

More than $35 billion was spent in over 11,000 impact investments last year and investors plan to commit 8% more capital in impact deals in 2018.

More than $35 billion was spent in over 11,000 impact investments last year and investors plan to commit 8% more capital in impact deals in 2018.

The Annual Impact Investor Survey of 229 global impact investors, released by the Global Impact Investing Network (GIIN) this week, reported that almost all respondents said their investments have “met or exceeded their expectations” for impact (97%) and financial (91%) performance.

Investments advised in strong global economy despite Brexit and Trump

January 17, 2017

Stay invested, stay patient and think long-term are words of advice for family business leaders from Coutts at the launch of its outlook for 2017.

Stay invested, stay patient and think long-term are words of advice for family business leaders from Coutts at the launch of its outlook for 2017.

Ascot Lloyd caters for UHNW demand with new private office

July 14, 2016

Ascot Lloyd has opened a new private office in the north of England with the aim of building relationships as trusted advisers with high and ultra-high net worth individuals and families.

Ascot Lloyd has opened a new private office in the north of England with the aim of building relationships as trusted advisers with high and ultra-high net worth individuals and families.

Advisers setting themselves up for failure with female stereotypes

January 13, 2014

Financial advisers may be missing out on new high net worth female clients by buying into stereotypes about their risk appetite, according to new research.

Financial advisers may be missing out on new high net worth female clients by buying into stereotypes about their risk appetite, according to new research.

In Women and wealth: Female entrepreneurs, HNWI and how to approach them, research group Wealthmonitor said the assumption women are more risk-averse than men is an oversimplification.