Wealthflow ongoing governance of the investment process

Thursday 5th October, 2017
Time to Reflect and Plan Ahead

For investors who adopt a systematic buy-hold-rebalance approach to investing, it can be tempting to question why the portfolio seems to be largely unchanged from one period to the next and what the firm is doing for its fee. Let’s consider this.

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Conflict – Why it happens and how we can manage it

Thursday 14th September, 2017
A Day of Story-Telling with Ken Cloke and John Sturrock

On Friday 29th September, Ken Cloke, a pioneer in the field of mediation and dispute, with a specialty in resolving complex, multi-party conflicts, will join John Sturrock, founder and Chief Executive of Core Solutions Group, for a day of reflections on conflict; why it happens and how we can manage it. They will examine all […]

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Getting What You Don’t Pay For

Thursday 31st August, 2017
Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

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AIM Investing – does it hit the mark?

Thursday 17th August, 2017
AIM Investing - does it hit the mark?

A favourite of tax advisers and stockbrokers, but is ‘The Alternative Investment Market (AIM)’ worth the risk for low to medium risk investors? I’m not convinced. Here’s why. 1. What is the AIM? The AIM is a market which provides small and fast growing businesses opportunities to generate capital. Since its launch in 1995, approximately […]

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All that glitters…

Thursday 3rd August, 2017
All that glitters is not gold...

Despite its lustre, gold sits uncomfortably in investment portfolios. If you think hard about why you might own it, it becomes harder to make a case for its inclusion.

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