by Ben Raven | Oct 27, 2016 | Managing Risk
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 | Oct 20, 2016 | Managing Risk
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 Christopher Peel | Oct 12, 2016 | Market Updates
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 | Oct 10, 2016 | Managing Risk
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 Tavistock Wealth | Oct 5, 2016 | Preparing You Business for Sale
Preparing your business for sale David Villa-Clarke - Business Development Consultant I have met many IFA’s who wish to sell their business at some point in the future. How much can I get for it? I want 6 times income! Who is paying the most? All very good questions...
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