Smart ideas about wealth
Wealth management
Portfolio management
We go to great lengths to understand our clients' attitude to risk and the way in which their investment portfolio fits into their overall financial plan.
In this section we provide a brief outline of our approach to portfolio construction. The strategy we employ will evolve naturally from the financial plan and is likely to involve a mix of short and long-term investments, to meet requirements at all stages of your life.
Bloomsbury thoughts
"…those index funds that are very low-cost….are investor-friendly by definition and are the best selection for most of those who wish to own equities."Warren Buffett, Chairman of Berkshire Hathaway,” 2003
Bloomsbury and the Bloomsbury logo are registered trade marks used under an exclusive sub-licence from Raymond James Investment Services Limited (RJIS). RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Registered in England and Wales number 3779657. Registered Office 77 Cornhill London EC3V 3QQ.