We’re very pleased to hear that so many of you enjoy Prospects and find it a valuable read. Highlights of the survey results are in the infographic below.

Survey feedback

It’s clear that the majority of Prospects readers are happy with the format, frequency and coverage of Prospects. As a result, we’ll keep the format largely the same and maintain the quarterly send schedule. However, from this issue onwards you’ll be able to spot a few tweaks to the magazine which we’ve implemented based on your survey feedback:  

  • Glossary: As 27% of our readers wanted terminology clarified, we will include a lexicon in every edition of the key financial terms used for that issue. Financial content can often be complex by nature, however we work hard to clarify challenging topics, such as term premiums in this edition. Our Understanding Finance column, which was voted one of the most popular articles, is another way that we deep dive into financial terminology.
  • Improved readability: We have removed dark background colours throughout the magazine in order to make Prospects easier to read for our clients with reduced eyesight.
  • Better visuals: Our Asset Allocation and Sector Focus sections have been redesigned with a new look to make them more visually appealing.
  • More thematic content: There were many requests for us to cover different themes across investing and wealth planning. In this issue we’ve put the spotlight on family owned companies and pension consolidation; you’ll find more in-depth coverage in future editions.
  • Print/digital: A majority of our readers prefer to receive the magazine in print format, so we will continue to offer this as the default format. We also offer an email version of Prospects for clients wishing to opt for digital-only, please speak to your Investment Manager if you would like to switch. 

Infographic for Prospects Survey

 

Managing your wealth

Managing your wealth

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.


Also in this issue