Investment Bulletin:
November 2016
This month: Caution called for with equities and bonds Investors tempted into longer maturities and more risky bonds. Tech innovation and cyber-security offer interesting opportunities. Margin pressure temper appeal of equities. Many see stretched equity valuations. Featuring this month’s experts: findaWEALTHMANAGER.com is a gateway to the UK’s leading wealth managers and we regularly tap their […]
Exchange-traded funds (ETFs) –
A quick guide
Exchange-traded funds are a type of “passive” investment that has exploded in popularity in recent years. Here, we explain what their main features.
Investment Bulletin:
October 2016
This month: Bonds fall out of favour US underweights common due to political uncertainty. Equity markets benefit from the search for income . Government bonds lose their shine as a stabiliser. Alternatives finding favour. Featuring this month’s experts: findaWEALTHMANAGER.com is a gateway to the UK’s leading wealth managers and we regularly tap their expertise for […]
Why savvy families get wealth preservation advice
According to the old adage, no matter what level of wealth a family has managed to build up, there is still a tendency for them to go “From shirtsleeves to shirtsleeves in three generations. In a highly uncertain world, transferring wealth across the generations efficiently is more of a concern for families now than ever. […]
Investment Bulletin:
September 2016
This month: Managers puzzle over post-Brexit bounce Managers ponder post-Brexit rebound. Warnings over complacency provide a counter-point. Multi-dimensional diversification the order of the day. A broader take on technology warranted. Featuring this month’s experts: findaWEALTHMANAGER.com is a gateway to the UK’s leading wealth managers and we regularly tap their expertise for the benefit of our […]
Money lessons learned by a wealth management expert: David Cooke, Saltus Investment Managers
Proactive investors will find much food for thought in this interview, where one top wealth executive reveals their top “money lessons learned” to findaWEALTHMANAGER.com. David Cooke, Chair of the Investment Committee at Saltus Investment Managers, has been with the firm since 2010, having previously been an equity manager at a credit hedge fund and managing […]
Investment Bulletin:
August 2016
This month: Investors braced for impact from interest rates and inflation Humility advised in portfolio positioning. Prolonged sterling weakness feared. Inflationary risk rears its head. UK cyclicals also a cause for concern. Featuring this month’s experts: findaWEALTHMANAGER.com is a gateway to the UK’s leading wealth managers and we regularly tap their expertise for the benefit […]
Money lessons learned by a wealth management CEO: Ramzy Rasamny, Plurimi Wealth
Proactive investors will find much food for thought in this interview, where one top wealth executive reveals their top “money lessons learned” to findaWEALTHMANAGER.com. Ramzy Rasamny co-founded the Plurimi Group in 2008 after a distinguished banking career which included him heading up the Middle East region for Credit Suisse in the UK. Having spent 20 […]
Money lessons learned by a wealth management CEO: Paul Abberley, Charles Stanley
Proactive investors will find much food for thought in this interview, where one top wealth executive reveals their top “money lessons learned” to findaWEALTHMANAGER.com. Paul Abberley became Chief Executive of Charles Stanley in 2014, having previously served as Chief Investment Officer and before that as CEO/CIO at Aviva Investors London. An industry veteran with over […]