It goes without saying that it has been an volatile time for investors since the turn of the year and the recent recovery poses new challenges and questions. There is a large disconnect between economic data and the performance of developed indices, particularly in the US, and this is causing confusion and nervousness among longer […]

Having recently competed with a large wealth manager for some pension business it was truly shocking to see the difference in cost and also the historic returns of our solutions. The performance of the competitor’s portfolio over 1 month, 3 months, 6 months, 1 year, 3 years and 5 years was comparably awful. It was […]

Key Traits of Our Clients As we reflect on 2019, it’s given us an opportunity to look at our client base more closely and understanding which specific traits, characteristics and mindset get the most from our skills.   Thinking Long Term You may have heard us mention this once or twice. It’s as true today […]