Looking to Manage a Windfall?
Have you recently had a financial windfall leading to a large lumpsum of cash? Unsure how to invest it? We can certainly help.
First and foremost, it’s usually good to keep in mind the following things:
1. If you haven’t already, you’ll likely need to pay taxes on this financial gain — so bear that in mind before making any allocations
2. If you don’t have any pre-existing expenses, it could make sense to put these types of non-allocated resources towards the future — investing can be a great vehicle for this
3. Although it certainly may be tempting, it’s usually best not to quit your job despite these financial gains
Craving more help and guidance on the investment side? Money-Peasy.com Ltd is launching the first investment marketplace, S:YB, that enables individuals to truly take control of their asset allocation with access to funds traditionally only available to ultrahigh net worth individuals (think: £200M+).
Our marketplace provides users with the tools Single Family Offices traditionally use including: planning, asset allocation, fund selection, execution and risk management at a fraction of the cost.
Through S:YB, gone are the days when one needed an expensive financial consultant on the payroll. Instead, you can now do it yourself in a matter of minutes — while maintaining access to asset classes, product types and investors’ networks. Our marketplace allows you to start managing your wealth: independently, simply, objectively, cleverly.
Have questions? Our Financial Concierges are available and accessible to you just for that reason. Check out our website to request your exclusive beta invitation: www.stripyourbanker.com
This information is only directed at professional clients and eligible counterparties and the services or investments referred to in this document are only available to professional clients and eligible counterparties. Retail clients should not rely on the information herein.
