Tag Archives: Successful Investing

Invitation: “Principles of Successful Investing” – at The New Club, Edinburgh

In celebration of another exceptional year at Wealthflow we are delighted to invite clients and professional connections to hear our guest speaker David Swanwick, present “Principles of Successful Investing”. David is Vice President of Dimensional Fund Advisors (London). He regularly works with financial planning firms in the UK, Europe and globally to aid delivery of […]

Book Review – ‘The Index Revolution: Why Investors Should Join It Now’

Book Review – ‘The Index Revolution: Why Investors Should Join It Now’

Two of my favourite investment commentators, Charles D. Ellis (Author) and Burton G. Malkiel (Foreword), add yet more weight to Wealthflow’s long-held belief that the academic evidence-based approach to investing creates a more worthwhile portfolio.

Secrets of Smarter Investing

Secret Principle 1: Focus on structure A client’s long-term portfolio structure will dominate their investment journey : Building the right portfolio structure for a client is the central focus of our process. Successful investing is about taking on ‘good’ risks that deliver a positive contribution to a client’s portfolio – these are predominantly carefully selected market […]