As more clients cross the £250,000 mark, advisers are having different conversations. Expectations are changing, complexity is increasing – and a more personalised approach is becoming essential.
Bespoke investment management is no longer a niche offering. It’s fast becoming a central way for advisers to deliver long-term value to clients with larger portfolios and more nuanced needs.
3 mins
5 August 2025
Wealthier clients, changing needs
Investment Insights: quarterly webinar series
Join our quarterly webinar series, designed to provide expert insights to financial advisers.
Each session will focus on the themes influencing markets, from interest rate and inflation developments to the effects of technological change, shifting global policies and evolving investor behaviour. We’ll explore what these trends may mean for advisers and their clients and highlight where risks and opportunities could emerge.
The team will share how we’re positioning portfolios in response to current conditions, helping you stay informed and confident when supporting your clients.
Q2 Investment Insights webinar: navigating uncertainty - risks and opportunities in a fast-changing world
22nd April 2026: 10:00-11:00