“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
A New Year Message
A new year brings with it the promise and hope of something better. In business this can mean an increase in profits or becoming more effective…
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Client Segmentation
Are you spending too much time working with your top tier clients and missing opportunities from the remainder of your client bank?
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Currency Share Classes – They DO make a difference!
A recent publication by Natixis demonstrates the degree to which retail clients have been benefitting from GBP weakness.
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PFS Show – 24th November 2016
Come and see us at The London National Financial Planning Symposium, Wembley Stadium – 24/11/16 Stand No. 3
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Advisers beware: leading clients into junk bond crisis
Christopher Peel discusses the risks of advisers populating retail client portfolios with junk bonds….
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US Election Result – Déjà Vu – TREXIT
Anti-establishment candidate Donald Trump has defied the odds and won the US Presidential election.
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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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