David finds that spending time getting to know what is important to his clients helps to provide reassurance when funds take a dip in value. In the difficult market conditions of 2008/09, a lot of clients ‘bailed out’ of the market. To do this was not...
Despite a global market available at our fingertips, many investors still favour their home country when it comes to investing. According to a study1 undertaken by Vanguard, UK investors are heavily biased towards UK companies. A typical portfolio was found to hold around 3.7 times the...
Active management is still seen as a desirable portfolio characteristic by many clients and their advisers. When we pay someone to manage our money, it’s reassuring to believe they have insight that we do not, and that they will seek the best returns with minimal...