How shifting trade policies reshape opportunities for ultra-high-net-worth families.
The reintroduction of tariffs on European steel (15%) and luxury imports (10%) under renewed US trade policies has created ripple effects across global markets. For families managing significant wealth, these changes demand a proactive approach to portfolio strategy. At Linq Wealth, we help clients navigate these disruptions by identifying opportunities to safeguard returns and capitalise on emerging growth areas.
Understanding the Ripple Effect
The Trump-era tariffs have reshaped global trade dynamics, forcing companies to reconfigure supply chains and redirect capital flows. These shifts affect asset classes in subtle but impactful ways, requiring careful recalibration of your portfolio.
Real Estate Recalibration
Prime London real estate remains one of the most resilient asset classes during periods of geopolitical uncertainty. With rents surging 8.4% in Q1 2025 due to dollar-denominated buyers hedging against pound sterling volatility, districts like Mayfair and Belgravia offer strong rental yields and long-term appreciation potential. If you already hold properties in these areas, we can help you explore refinancing options to unlock liquidity for tariff-resistant investments elsewhere.
Private Equity Pivots
UK tech startups benefit from redirected capital flows as Asian investors move away from US-focused sectors affected by tariffs. Valuations in fintech and artificial intelligence have risen by 22% year-on-year, creating opportunities for co-investment in high-growth companies. Our team identifies early-stage ventures aligned with your family’s risk profile and long-term objectives.
Fixed-Income Alternatives
Sterling corporate bonds yielding more than 5% are trading at premiums, but structured notes tied to infrastructure projects exempt from tariffs offer an attractive alternative. These instruments provide stability while maintaining exposure to high-demand sectors such as data centres and life sciences hubs.
How We Help Clients Navigate These Changes
At Linq Wealth, we take a hands-on approach to protecting your portfolio from external shocks while uncovering new growth opportunities:
Diversification Strategies: We will work with you to allocate 10–15% of your portfolio into tariff-insulated sectors such as pharmaceutical logistics or renewable energy infrastructure—industries poised for steady demand regardless of trade disruptions.
Risk Mitigation: Our team will negotiate “snap-back” clauses in supply chain-heavy investments to protect your assets from escalating duties, ensuring resilience even in volatile conditions.
Targeted Investments: We identify export hubs such as Liverpool Freeport that benefit from redirected EU trade flows, offering long-term growth potential for real estate and infrastructure investments.
Let us guide you through these turbulent times with strategies tailored to your family’s goals.