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Planning

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Philosophy

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WealthFlow

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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Regular updates on investing, financial planning and WealthFlow news.

22nd

Sep

2020

Understanding ESG?

Environmental, Social and Governance (ESG) investing is now a major disruptive force. Businesses are increasingly incorporating ESG considerations into everyday practice, savers are increasingly expecting people and the planet to be considered as part of investing, and financial regulators are on the prowl to make sure that environmental and social factors are scrutinised and disclosed.

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17th

Sep

2020

What is risk?

One of the hardest concepts in investing is trying to understand what ‘risk’ really is and deciding how to deal with it. If you asked a fund manager to explain it to you, they would probably provide a lesson on credit, liquidity, and concentration risk (amongst many others) and the volatility of returns, as measured by the annualised standard deviation of returns!

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10th

Jul

2020

Regular updates on investing, financial planning and WealthFlow news.

Warren Buffett & Wealthflow – some shared traits

If you were asked who you thought was the world’s best investor, you might well say Warren Buffett, the Chairman and CEO of Berkshire Hathaway. That would not be an unreasonable answer, given he is worth US$ 71.5 billion today…

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Happy 4th July 2020

To all our American friends and business connections, we hope you’re all well and looking forward to the weekend.

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© 2020 WealthFlow Group Limited : All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service

© 2020 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service