"Would you tell me please, which way I ought to go from here?"

"That depends a good deal on where you want to get to." said the Cat.

Alice's Adventures in Wonderland

What is wealth management?

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You’re sure of two things – you want to protect the wealth you have, and you want it to grow. But there’s a world’s difference between knowing it and achieving it.

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How can financial planning help you?

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Financial planning is important. With recent changes in the tax regime it has become even more so. Quite simply it is the critical starting point of any meaningful wealth management strategy.

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You want your money to grow. But you don’t want to lose it. You’d like advice about the best balance to be found between those two objectives. But you don’t know if we’d be interested in helping you. We are.

At European Wealth we are your partner in protecting and growing your wealth. Our greatest asset is our relationship with you.

News

Towards the end of January this year, we had warned that there were “warnings” in equity markets and that investors should “hold tight.” We expected a correction but not quite so immediately. We had also expected it to be something in the region of 5% to 10%. In reality, it turned out to be a bit more and a very nasty time to be holding equities.
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A rather more benign mood has settled over markets after the rocky start to the year. There seem to be three main reasons for this – first, the trend in economic data has been more reassuring, second the threat of a trade war has slipped down in the media and, third, the geo political background has calmed down.
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If the prospect of a trade war wasn’t bad enough, we then got missiles flying around the Middle East. Nobody expected spring to be a bed of primroses but investors have had to face a few challenges recently.
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