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‘Our dedicated client research is of exceptional quality and covers all areas of the market,’ says Alice d’Esparbes. The adviser has witnessed a trend in banks recognising ‘millennials’ and female clients as ‘key influencers’ in wealth creation.
The director tells us the bull market is making clients anxious but this is unlikely to deter serious investors. ‘Equity markets have rallied but so have earnings, global growth is robust and PMI indices are all in expansion territory,’ says d’Esparbes. ‘I don’t think the market is cheap, but if an investor has a long-term investment horizon, they should still be looking to invest in the market rather than stay in cash.’