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Corporate Executive, Expert Opinion

What is a core-satellite
investment style?

Core-satellite investment styles are a hot topic, but it may add complexities which investors need to understand, explains Wendy Spires. Observers of the investment industry will know that, for over a decade, one of the main debates is that of “alpha” versus “beta”. This refers to whether it is worth paying more for active money […]

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DIY Investor, Financial Planning, ISA, Protecting Your Wealth

Putting up with poor ISA performance?

Many people are putting up with poor ISA performance and having their investments in these tax wrappers managed ineffectively explains Wendy Spires. While election season may be upon us, investors need to remember that it is also ISA season too. Ensuring that you (and perhaps other members of your family) use up your Individual Savings […]

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