by Leigh Stephens | Feb 14, 2019 | Latest News
“Price is what you pay, value is what you get” It’s a classic Warren Buffett saying and it’s never been more important for advisers than now as we invest in 2019. As you’ll recall, just over a year ago MiFID 11 came into force compelling investment...
by Leigh Stephens | Jan 24, 2019 | Latest News
There’s an old stock market saying, perhaps Shakespearean, that goes like this: ‘Everything has a price.” The proverb came into sharp focus this week during the Brexit brouhaha. The theory goes that we’re psychologically hardwired to place greater importance on...
by Leigh Stephens | Nov 22, 2018 | Latest News
The Porsche bumper sticker always makes me smile when I see it on my friend Dan’s 30-year-old, clapped out Bedford mini-van. Mind you it overnights between two proper Porsches on his driveway. Oddly he’s one of the most self-effacing individuals I know having worked...
by Leigh Stephens | Oct 11, 2018 | Latest News
Bigger is best! – Discretionary Fund Managers with larger Assets under management means greater protection for our clients. Understandably a simple initial filter for selection of a Discretionary Fund Manager (DFM) might be AUM size but is this an effective criterion...
by Leigh Stephens | Aug 16, 2018 | Latest News
“I’m glad that I paid so little attention to good advice; had I abided by it I might have been saved from some of my most valuable mistakes.” Not sure who said this first, but the Financial Conduct Authority appear to have adopted this thought – against...
