Are you looking at investment performance the right way?

Are you looking at investment performance the right way?

Securing better-value fees is one of the most powerful moves you can take to make sure your wealth grows as strongly as it can, but there is still too little appreciation that net returns are the figures to pay attention to.

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Why peer group performance comparisons are crucial

Why peer group performance comparisons are crucial

Most people are drawn to professional wealth management by the promise of superior investment returns. But without peer group comparisons it can be difficult to get a true picture on performance.

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How did your wealth manager perform against its peers in 2019?

How did your wealth manager perform against its peers in 2019?

Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.

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Thematic investing in wealth management

Thematic investing in wealth management

Thematic investing is capturing investors’ imaginations and helping right some of the world’s big problems, but it’s essential to invest for good returns, rather than just a good “story” alone.

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Are you taking more investment risk than you think?

Are you taking more investment risk than you think?

There is comfort in the “Balanced portfolio” label, but which assets should be included – and in which proportions – are vexed questions. Many investors could be taking on far more risk than they realise.

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