Smart ideas about wealth
Clients are asking
Investment
Clients constantly refer to us for our views on key topical issues. Here are some questions - and our replies - that may be of interest to you.
- Equity exposure: Global or UK and global?
- Security of financial companies
- Can we recover from market losses?
- Trustees' responsibilities
- Can I transfer company shares to my SIPP?
- Is now a good time to commit funds to my long term investment portfolio, given all the recent uncertainty created by the credit crunch?
- Which currency for my portfolio?
- What do you think of gold as an asset class and should I have exposure?
- Why do you include index real estate property trust exposure in your portfolios when the values of these have fallen over 60% in the past 18 months?
- I’ve heard that exchange traded funds (ETFs) are the cheapest way to gain exposure to the main UK and International stockmarket. Why don’t you use ETFs instead of the institutional collective funds you currently use?
- Will the tax I pay as a result of re-balancing my taxable portfolio back to the agreed asset allocation model, be more than outweighed by locking in gains arising and bringing the portfolio back to the original risk profile?
- I know you are passionately anti-active investment management, but surely hedge funds are different and should be included in my portfolio? Why do you think you are right and all the large private banks are wrong?
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