Identify with us if
You know how to judge individual service dependent on a team • You want investment and risk management to be driven by personal outcomes you have specified • You expect high-quality engineering in planning and delivery • You don’t yet know if you are paying for the right things or paying the right price • You realise most smart agents exploit their customers but you don’t quite know how • You would value a single adviser understanding all your affairs and always on your side
Find out moreInsights
We publish an email bulletin no more than six times per year with links to some of our latest articles. We cover subjects which are topical but bigger than short term. They must have scope for insights that will be of powerful, practical application to your general thinking about money.
Seminars
We run personal wealth seminars, workshops and small roundtable lunches or dinners, tailored to the needs of individuals or employees/partners of firms. Our most popular open events have been a series of retirement seminars.
News & Insights
ISA season in the press
It’s ISA shopping season in the press and the Investors Chronicle asked Stuart Fowler to contribute some growth tips. His top tip: avoid growth stories.
NewsThe $20b chart: US real house prices
John Paulson’s hedge funds famously made $20b betting on a US house price crash. He told the Sunday Times one chart gave him confidence to make his bet. It was the same data I featured on my blog in September 2006. Here’s why.
CommentaryAcademic endorsement for our use of Index Linked Gilts
My Feedback article in today’s FT explains what risk levels people actually choose when told the truth about equity risk but also about what it costs to avoid it. The evidence comes from our clients’ choices when working with an academically-endorsed approach FTfm editor Pauline Skypala thinks the industry conspires not to tell you about. We do.
Commentary
