Tag Archives: FCA

Woodford’s Woes – A case study on the challenges of active management

Managing Your Financial Settlement

You have probably read quite a lot lately about Neil Woodford’s ‘Dark and terrible moment’, as it has been described in the press.  Due to demand we have written a short note to explain what has gone wrong, who’s to blame and to highlight the important lessons that we can take from it. A case study […]

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 […]

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 […]

Investment Promises – Easy to make, difficult to keep

‘ABSOLUTE RETURN’ PROMISES – BUYER BEWARE The combination of short-term market uncertainty, human nature and an immediately attractive sounding moniker for an investment is a marketing man’s dream. The investment industry has been masterful at constructing and selling such products, not least ‘absolute return’ products, which employ active management strategies that seek to deliver positive […]

Key Questions to ask a Financial Planner

Key questions to ask a financial adviser

Duncan Glassey, Partner at Wealthflow, believes there are 10 questions you should ask before choosing your financial planner. Choosing a financial planner is a decision that should not be taken lightly as it will almost certainly affect your financial future. 1. What are your qualifications? Check if they hold any advanced level professional credentials, such […]