Expert Wealth Management

Human beings are not well wired to be investors. Not only are we not very good with percentages - often accepting seemingly small percentage charges as immaterial - but we also grossly underestimate the impact of compounding these deductions from our portfolios over time.

The aim of this report is to show clients how the six EWM portfolios compare to other investment management group’s result in the period 1st September 2015 to 30th September 2018.

Sharp eyed clients may have noticed guest content from the fantastic Abraham Okusanya of FinalytiQ contributed to our Expert Opinion section earlier this year. We're now pleased to be able to announce a new partnership between Expert Wealth and FinalytiQ that will allow us to further improve the standard of service we can offer our clients.

Trump’s belligerence, China’s debt mountain, Putin’s malevolence, not forgetting Brexit and the prospect of a far-left leaning Labour Government: All this turmoil inevitably leads to concern over investment portfolios. Let's discover how well-structured portfolios are capable of riding out any storm.

The world of financial self-serve technology is changing for the better, and we'll soon be making some significant improvements to our in-house systems. Find out more now.

Despite long-term, deeply embedded memories that summers are generally warm and sunny, nothing is certain. In fact, long-runs of unpredictable summer weather are the norm, not the exception. The last few weeks have seen wonderful weather, but to make the point we still hark back to the fact that the last time this happened was in the summer of 1976, 42 years ago!

The aim of this report is to demonstrate how the performance of EWM investment portfolios compares to that of other investment management groups. To do this we use Asset Risk Consultants (ARC) Private Client Indices.

A recent article in the Guardian is the latest indictment of the Standard Life GARS fund. The fund has underperformed on virtually all imaginable benchmarks over the last three and five years.

Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation. This is, unfortunately, an accident waiting to happen. The phrase ‘picking up pennies in front […]

Sometimes, having owned your Individual Savings Account (ISA) for a few years, you might notice that the underlying investments no longer give you what you need.