After years of rising rates, 2025 has turned the tide as interest rates are finally…
In the second half of 2025, beware of three investment traps: panic selling during market drops, focusing solely on short-term changes, and lack of diversification. Maintaining a long-term perspective, consistently investing, and spreading investments across various sectors can help mitigate risks and enhance the potential for achieving financial goals.
Simone Bilton emphasizes patience and a long-term approach to investing amid market volatility, highlighting the importance of purpose and professional guidance in investment strategies.
Simone Bilton, from Investec Wealth Management, discusses art as an investment and its financial and emotional significance. She highlights costs, diversification benefits, and the subjective nature of art, emphasizing the unique blend of personal and financial rewards it offers.
Gabriela Gyurova, Associate Investment Director at Investec Wealth & Investment (UK) discusses recent changes in the UK government and the implications of Capital Gains Tax (CGT). The article covers the definition of CGT, managing CGT rates and allowances, and strategies for managing CGT within a bespoke investment portfolio. Different strategies such as in-specie transfers of shares, tax wrappers/accounts, and Bed and ISA transactions are explained. The article concludes with an invitation for further discussion.
Simone Bilton, an Associate Investment Director at Investec Wealth Management, delves into the psychology of managing money, highlighting behavior traps and the value of professional financial guidance.
Charlotte Tague, Investment Director at Investec, reflects on balancing motherhood and career. She discusses societal expectations, caregiving challenges, and the impact of the pandemic on women’s roles in the workforce and at home. The article also highlights the need for better childcare support and financial planning.
Gabriela Gyurova, Associate Investment Director at Investec, emphasizes the financial impact of divorce and advises on asset understanding, tax considerations, professional guidance, and long-term planning.
Simone Bilton, Associate Investment Director at Investec Wealth Management (UK) would like to introduce you…
Gabriela Gyurova, Associate Investment Director at Investec Wealth & Investment, explains why interest rates are…