by Ben Raven | Dec 26, 2016 | Uncategorized
Active Funds; why does nobody mention trading charges? Ben Raven - Head of Business Development This week the front page of FTfm read “99% of active US equity funds underperform”. The article spanned two pages, five columns and included quotes from half a dozen...
by Ben Raven | Dec 20, 2016 | Uncategorized
Is the use of fund rating agencies a risk for your business? Ben Raven - Head of Business Development While fund managers and IFAs have certain interests in common (such as positive fund performance) they are by no means fully aligned, and this apparently...
by Ben Raven | Dec 20, 2016 | Uncategorized
Risk management is the basis of the relationships we have with our clients. Each client begins their journey by completing an attitude to risk questionnaire in order to establish their risk profile. Their financial adviser is then entrusted with identifying...
by Ben Raven | Dec 12, 2016 | Uncategorized
The UK Bond Bubble - A Time For Vigilance Christopher Peel - Chief Investment Officer The bubble in the UK bond market is beginning to show signs of stress and when it eventually bursts, the losses suffered by the most risk averse investors are likely to be...
by Tavistock Wealth | Dec 10, 2016 | Uncategorized
Currency Risk The next scandal in UK Financial Services? In a recent interview with Proactive Investors, Ben Raven talks about how the last 20 years have seen a fundamental shift away from advisers recommending UK-centric portfolios to a globally diversified approach....
by Ben Raven | Dec 7, 2016 | Uncategorized
Increasing the value of your business David Villa-Clarke - Business Management Consultant Many business owners have asked my opinion on how to grow their business and make it as attractive as possible ahead of a prospective purchase or merger. The purpose of being in...
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