Some articles by Marcus

Virtual Afternoon Tea Replay – Jan-Carl Plagge

Marcus, July 6th, 2020

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan Carl shares some of his incredible knowledge on the topic of environmental, […]

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Virtual Afternoon Tea Replay – With Abraham Okusanya

Marcus, June 15th, 2020

We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.

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Virtual Afternoon Tea Replay – With Neil Bage

Marcus, June 12th, 2020

So to see what links armed robbery, lemon juice, photographs of Norway, Charles II and our ability to make decisions in a world increasingly full of information, be sure to catch up with this fascinating discussion below.

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Viewing your portfolio through the right lens

Marcus, April 29th, 2020

One of the positive consequences of the current lockdown is that it does provide the opportunity to revisit a few of those old tasks, hobbies and pleasures that always seem to get put on the back burner in our busy lives. For some that might be picking up a new or re-reading a favourite book. Here is an example of the latter: in the early 2000s Nassim Nicholas Taleb published a wonderful book titled ‘Fooled by Randomness’ with the descriptive sub-title ‘The hidden role of chance in life and in the markets’.

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Market Information Charts

Marcus, April 14th, 2020

Here are a selection of helpful charts for you to download: FTSE100 vs EWM (Year to date) FTSE100 vs EWM (5 Years) Historical Markets (Return of the decade) Historical Markets (Bull and bear markets) Should you have any questions regarding this content, please contact us.

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Using Zoom For Client Meetings

Marcus, March 19th, 2020

In light of current events, Expert Wealth do not wish to cause further spread of the Coronavirus or risk infecting staff, clients or their families by continuing to meet face to face at this time. We will contact clients who have meetings already booked to offer a Zoom meeting or telephone call instead. Here's a handy guide to using Zoom.

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Our 2019 Annual Investment Report

Marcus, February 19th, 2020

We couldn’t agree more with Paul Samuelson that an investment portfolio should aim for steady growth rather than taking risks for the chance of making gains, however exciting or tempting that may be. 2019 saw a continued trend for the UK retail market to adopt the same approach, with net outflows from active funds of £3.1bn and net inflows to passive funds of £21.5bn for the year to date at the end of October.

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We’re Looking For An Administrator

Marcus, November 13th, 2019

We're looking for a motivated individual to join the Expert Wealth family! You will be working for an Independently owned Wealth Management Company working as part of a small team to provide administrative support to the Client Relationship Managers (CRMs) who are responsible for looking after our clients.

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Privacy Policy Update

Marcus, July 15th, 2019

At Expert Wealth we're always working to improve the standard of our service to you. In order to better comply with a number of EU directives on digital privacy, you might have noticed a banner appear on our website advising you about our use of cookies, and encouraging you to review our privacy policy.

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Quarterly investment report April 2019

Marcus, April 20th, 2019

If you’ve read even a few of these bulletins over the last few years, you’ll have heard this before: We don’t do market forecasts and we don’t make asset allocation decisions based on current events or economic news. We are relentlessly focussed on helping our clients capture the long term returns of […]

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You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for. L.W. (Bath)
T: 01993 772467      E: advice@expertwealth.co.uk

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