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Spotlight Interview with Jonathan Pace

Spotlight Interview with Jonathan Pace

Jonathan joins our Luxembourg team from an engineering and corporate development background with an MBA in finance and specialises in helping clients achieve financial independence through Lifestyle Financial Planning. Outside of work Jonathan sits on the Board of a Luxembourg NGO that raises funds for children in Johannesburg with life-limiting and life-threatening illnesses; their current …

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Got million dollar money habits?

Got million dollar money habits?

What is it that rich people do that makes them wealthy?  Popular thinking would appear to indicate that they have a different mentality. But is that pure genetics, or is it possible to learn some of the behaviours and processes that make the rich, rich?! In Tom Cory’s collection of books such as Rich Habits, and …

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Brexit update and market review

Brexit update and market review

While the majority of markets dipped during October, Brazil’s stocks rose on a wave of optimism following the election of the opposition Workers Party ‘market-friendly’ Jair Bolsonaro to the Brazilian presidency. Globally, however, stocks fell, fueled by falls in the so-called US tech-driven ‘FAANG’ stocks, earning the month the title ‘Red October’. During October the …

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Being a financial adviser and planner in 2019

Being a financial adviser and planner in 2019

At United Advisers Group we don’t like standing still. The industry is changing rapidly, as are the needs of our clients. In this article we talk about the changing investment landscape, what we’re doing to respond, and the key steps we’re taking to improve the service we deliver. Changing demographics and the impact on advice …

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Market commentary – October 2018

Market commentary – October 2018

While Europe and Japan growth rates have slowed this year the US economy has experienced strong growth, so US Portfolio exposure applies portfolio construction and risk management parameters to criteria that reflect a positive US economic view. With that in mind, this month’s market summary focusses on the US economy and reasons to be positive …

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Market commentary – September 2018

Market commentary – September 2018

Brexit is back in the headlines this month. Despite the new secretary, Dominic Raab, stating his confidence in negotiating a good deal, the majority of commentators are starting to discuss the possibility of a no-deal Brexit. The potential impact of a no-deal Brexit Last Thursday the UK government released 28 documents which assessed the potential …

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Don’t miss out on your inheritance

Don’t miss out on your inheritance

The latest HM Revenue & Customs (HMRC) figures show that over 24,000 estates in the UK pay inheritance tax each year and, with many estates not taking advantage of the Residence Nil Rate Band (RNRB) introduced in April 2017, the UK government collected £1.9 billion in Inheritance Tax (IHT) in the first four months of …

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Top things to do at Monaco Yacht Show 2018

Top things to do at Monaco Yacht Show 2018

At MYS 2017 there were more than 30,000 visitors, over 580 exhibitors and 125 superyachts. This year’s show is shaping up to be another unforgettable, not-to-be-missed event in the yachting calendar. Here’s a little reminder of what you can expect from MYS to get you in the spirit:  On the quays, we see the …

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Paul Evans judges at the Last Word awards 2018

Paul Evans judges at the Last Word awards 2018

Last Word Media is a key publisher for international advisers and have asked Paul to be a judge for their new Global Financial Services Awards. It is not only a great honour to be asked, but a fantastic opportunity to experience, first hand, global innovations within the industry. International Adviser recognises Paul as a principal adviser …

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Market Summary – June 2018

Market Summary – June 2018

Human rights issues surrounding the Mexican border debacle, with the inevitable negative impact on worldwide perceptions of US immigration tactics, rated high in news-cycles and on social media in recent weeks. Despite this, news and discussion within financial circles have been dominated with the upset in financial markets by the looming prospect of so-called trade …

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