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PWM Insights – edition two

Welcome to the latest edition of PWM Insights, our quarterly magazine.

In this issue:

  • David Stoll, our Senior Partner, provides an insight into how PWM is supporting the broader community through its charitable efforts.
  • Waverton Investment Management examine whether you should continue to invest in bonds and why they feel that can still offer significant benefits in a balanced portfolio.
  • Prestige Property Group, part our of Private Office, explain why an overseas property can be a good investment and highlight what you should consider when buying abroad.
  • James Roberts, our Managing Partner, considers the payment of tax and whether it is optional. He provides a number of simple strategies which can be undertaken to be more tax efficient.

We are sure that there is a little something for everyone to enjoy.

The contents of the article have been prepared solely for information purposes. The article contains information on financial products and services and such information is designed for and addressed solely to individuals seeking generic industry information. This document reflects our understanding of current legislation. Past performance is no guide to future returns.