Getting the balance right for older clients

high net worth clients

Clients' portfolios may have become unbalanced after the big rise in property values and the fall-off in shares and pension funds so advisers need to make sure they have an appropriate mix of funds for a secure old age

So often in life, the really difficult part of making any decision is deciding what question should be asked in the first place. In comparison, the answer may be relatively straightforward. In financial markets we are surrounded by facts - historic returns, current yields and sophisticated forecasts - that are available at the touch of a button. Many private client investment managers have found ways of handing down institutional methods of managing money to their clients. Hedge funds have been highlighted as enlightened alternatives to long-only equity strategies and should become easier...