Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

100% of Clients say ‘Yes’ to Wealthflow

100% Yes

Earlier this year, in collaboration with world-leading fund manager Dimensional Fund Advisors, we issued an online survey to gather feedback on the Wealthflow client experience. Dimensional have since gathered data on the views, opinions and behaviours of over 18,000 investors worldwide (all responses were confidential and anonymous) and a snapshot from Wealthflow respondents is as follows.

Smarter Investing – What they don’t tell you at Harvard Business School

Celebrating 10yrs of Wealthflow

Investment belief: the judgmental vs. systematic debate Latest independent SPIVA outcomes: the year-end data for 2016 is now available and continues to illustrate that only 10% to 20% of active managers live up to their market beating (more expensive) promises. Over 15 years in the US around 60% of all equity funds fail to survive […]