The Great Wealth Transfer: practical help for advisers
From family ecosystems to the sustainability factor, Dave Fewtrell navigates the risks and opportunities of intergenerational wealth transfer.
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
As announced on 28th February 2023, and subject to regulatory approval, LGT, the international private banking and asset management group owned by the Princely Family of Liechtenstein, will acquire the bespoke (core) business of abrdn Capital Limited, its Discretionary fund management business, later in the year.
We will become part of the UK business – LGT Wealth Management, who already employ 475 people and successfully manage circa £22bn for private clients, companies, charities and trusts.
As a result of this news there will be no change to your Client Portfolio Management team. Please be assured that our focus remains on delivering high quality outcomes for your clients and that, as ever, we are working hard to ensure your investments are well positioned and actively managed.
For more information please visit https://www.abrdn.com/corporate/media-centre/media-centre-news-article/agreement-to-sell-discretionary-fund-management-business
To meet your individual goals and appetite for risk; we create portfolios and when you entrust your wealth to us, it is ultimately your aspirations that we are working to achieve.
Our investment approach is flexible and dynamic, underpinned by key principles of:
You may wish to reflect your beliefs and values in the investments you hold. We have a range of options that include sustainable investing and believe by investing sustainably and responsibly, we can make a difference for our clients, society and the wider world – while still delivering financial returns.
Our aim is to lead by example. We strive for the same high standards in our own operations as we expect, indeed demand, from investee companies.
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Our team is dedicated to keeping you fully informed and up to date. We’re quick to respond whenever changes in strategy may be required and are always happy to discuss your investment goals.
“The world faces many environmental and social challenges: poverty, pollution, climate change, rising inequalities, and more. We know that many investors would like to find a way to tackle these problems through their investment choices. Equally, as investment managers, we believe we have a role to play in helping address these issues. This belief led to the creation of our Global Impact Strategy.”