Find a Wealth Manager

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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Investment Tips

Investment Bulletin:
March 2015

This month: Opportunities and risks across asset classes Markets set to pause for breath. Asian markets may offer value. Resources sector holds promise. Oil investors dance the contango. Featuring this month’s experts: In this monthly spotlight a selection of leading UK wealth managers share their expert investment views for March 2015. findaWEALTHMANAGER.com is a gateway to the […]

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Growing Your Wealth, Investments

Don’t neglect
portfolio rebalancing

Diversification – spreading your investments among a variety of asset classes, markets and sectors – is one of the foundational principles of good investment management. Arriving at the right mix, or asset allocation, for your financial goals, time horizon and risk appetite is arguably the most important part of devising your investment strategy and is […]

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