Understanding
asset allocation
Achieving the right mix of asset classes will help maximise returns and minimise risk in your portfolio, making this an area where professional advice can make a huge difference.
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Understanding
Should I Choose a Boutique or a Big Brand Wealth Manager?
Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.
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Active versus passive investing –
A quick guide
The “active versus passive investing” debate is one of the longest running in investment management and there is a lot to be said on both sides. Investors certainly do not have to make a binary choice between the two investment styles, however, since most wealth managers offer both options, yet some investment houses do favour […]
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Where cost-effectiveness and cutting-edge technology get top billing
Justin Urquhart Stewart, one of the co-founders of Seven Investment Management, explains his firm’s approach to building cost effective portfolios for a diverse range of clients. Seven Investment Management was launched by seven industry veterans back in 2002. What was the rationale for founding the firm? The seven of us got together because we were extremely […]
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