“Every revolution was first a thought in one man’s mind.”
Ralph Waldo Emerson
Welcome to Our Blog
News and views for Financial Services professionalsThe World of Financial Services
The Tavistock Wealth blog is designed for Financial Services’ professionals. We will discuss various aspects of risk management as well as mitigation of the risks faced by financial advisers today. We will commentate on the volatility of investment portfolios, identifying and recommending a portfolio to a client, the ongoing suitability of the portfolio and the potential risk of client complaints that may arise along the way.
Independent Financial Advisers
- IFAs who run portfolios on behalf of their clients
- IFAs who outsource their investment management to a 3rd party
- IFAs who own their own business
- IFAs who wish to reduce the risk of client complaints
US Election
The eagerly anticipated US Presidential election has finally arrived and the latest opinion polls suggest that the result hangs in the balance. Hillary Clinton appears to have a very slender lead…
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Increasing the value of your business
Many business owners have asked my opinion on how to grow their business and become as attractive as possible ahead of a prospective purchase or merger.
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Active Funds; why does nobody mention trading charges?
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 industry professionals.
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Fund rating agencies – a risk to your business?
While fund managers and IFAs have certain interests in common, they are by no means fully aligned, and this can pose a big risk to an IFA.
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The UK Bond Bubble – A Time For Vigilance
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 substantial and take years to recover.
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Currency Risk
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
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Preparing your business for sale
Many IFA’s wish to sell their business at some point in the future and ask, “How much can I get for it?”
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Managing Risk
Many of us think about risk management in terms of our clients’ portfolios…however…
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Why is the topic of risk so important?
Each client begins their journey by completing an attitude to risk questionnaire in order to establish their risk profile.
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