The rise of alternative investments has been one of the most significant trends of the past decade. A combination of extremely volatile conditions in the stock markets, together with the poor returns on offer in the bond markets, has prompted investors to broaden their portfolios in search of better returns and greater downside protection....
PK Group Partner Martin Crawley-Boevey appears in New Model Adviser to discuss our bespoke portfolio management service. Martin explains “A key objective of our clients should be to maximise total post-tax real returns, taking into account their appetite for risk. We evaluate and change strategies regularly against client circumstances and the external environment.”
From tax relief and asset evaluation to charitable donations, advising high net worth individuals is a specialist skill that requires advisers to take a holistic approach, says Martin Crawley-Boevey.
Clients’ expectations of service are increasing all the time in response to technological advances. As automation makes the basics of compliance more straightforward, the most successful practices will be those that build enduring relationships with their clients and move towards a more holistic, multidisciplinary model that encompasses financial planning as well as accounting and...
How can advisers address the FCA’s suitability concerns with a holistic approach to wealth management? Click here to find out more.
Martin Crawley-Boevey was featured in the October edition of CityWire’s New Model Adviser magazine. Martin sat down with Bhavna Koli at New Model Adviser’s Breakfast Club event to discuss the growth of PK Group’s new Discretionary Fund Management service PK Wealth and growth plans for the group in general.
PK Director Bernard Rust scored a perfect 35/35 in FTAdviser’s weekly Mystery Shopper test. Bernard received a 5/5 score for his Speed of Response, Telephone manner, Relevant qualifications, Payment method, Guidance & Email. FTAdviser named Bernard Rust the Shopper’s choice and said in their verdict: “The adviser was professional, offered plenty of food for...
More than 10 years in the making, wealth management was the final piece in PK Group’s integrated financial service. The company already offered financial planning, tax, accounting and business advisory, and adding investment management through the launch of PK Wealth made sense, says CEO Patrick Kennedy. Click here to explore PK Wealth’s feature in...
Martin Crawley-Boevey sat down with New Model Adviser to discuss the importance of keeping up with technological advancements in financial services. Discover the feature here. Klikinvest gives the user access to an efficient investment experience for your long-term wealth and savings. You can open a SIPP, ISA or General Investment Account (GIA) using a...
Martin Crawley-Boevey featured in Citywire Round Table March edition publication, you can download it here.