Understanding investment risk

Understanding investment risk

We all know by now that “the value of your investments may go down as well as up and you may not receive back the full amount invested”. But when we talk about investment risk, although the risk of losing money is the ultimate point to consider, there are...
The impact of foreign currency on multi-asset portfolios

The impact of foreign currency on multi-asset portfolios

To avoid ‘putting all our eggs in one basket’, multi-asset portfolios are diversified across a range of markets and asset classes. Our client portfolios own stocks and shares traded in a variety of different countries. This means that a Sterling-based...
Does selection of fund manager create concentration risk?

Does selection of fund manager create concentration risk?

Risk is probably the subject you will spend the most time on when discussing your investment portfolio with your financial planner, particularly if you are considering adopting a new strategy or investment product for the first time. This is entirely appropriate. The...
Finding the right investment platform

Finding the right investment platform

We did a ‘deep dive’ investigation to discover the best investment platforms to recommend to our clients. This article tells you more. Investment platforms, sometimes known as ‘wrap platforms’, are services which enable clients to hold all...