Asset Management Articles

This is the category page for all Asset Management articles here on wealthmanagementuk.co.uk...

UK Trusts & Passing Assets to Beneficiaries

Some individuals may choose to use a trust to pass on their assets to their beneficiaries, particularly those who aren’t immediately able to look after their own affairs. If you do use a trust to give something away, this removes it from your estate provided you don’t use it or get any benefit from it. But bear in mind that gifts into...

Asset Allocation

Some assets are highly correlated and move in similar ways according to different market conditions. Obviously, an investor investing in shares in four banks is only slightly more diversified than an investor with shares in one bank. So, even for an investor holding just shares, the first step is to invest in a spread of different companies....