EN POINTE – research & updates Bailey
Investment advice and wealth management is not only about defining applicable asset allocations, benchmarks and selecting superior investment managers. It is about providing fully transparent and fair disclosure of any investment results as well as costs to investors, guaranteeing that all investment managers are assessed on a level and objective playing field. Investment advice and wealth management must include investment education, in depth discussions and clearly defined outcomes for investors. Via our En Pointe research we empower our clients to always be informed and to make high conviction and informed investment decisions.
DIRECTION DETERMINES DESTINATION
NEW BUSINESS PARTNER
- Mettle Investments owned by Tradehold
- Tradehold’s controlling shareholder is Christo Wiese
- Dynamic, boutique and entrepreneurial
- No distractions, business as usual
As Christo Wiese once said, “Every big business starts as a small business. It’s all about walking across the street. It’s about opportunity and opportunism.”
How to pick the best financial advisor
As Charles Ellis highlights in his paper - The Winners Game –
“… investment managers may or may not outperform their benchmarks, but if the investment consultant has not understood how best to meet the investor’s requirements, its game over. It’s actually the investment...
Cost-drag on investment performance
“There are risks and costs to action. But they are far less
than the long range risks of comfortable inaction.”
- John.F Kennedy
If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving...
Is There Money in Responsible Investing?
Winston Churchill expressed it best when he said, “The price of greatness is responsibility”.
Responsible Investing is a balancing act. Investors have to balance positive ambitions for a better world with the practical implications of implementing their long term investment strategy in search of superior...
Money Market Account versus Money Market Fund
A few years ago I worked for a large corporate bank. At the time, my husband (who works in the investment advisory and management industry) would often ask me "what is the current money market rate that the bank offers to investors?" We...
Stockbrokers for Private Client Investors
Investors are becoming more sophisticated and wish to implement a more hands-on involvement with their own long term sustainable wealth creation. Opening a stockbroker trading account offers investors one such option to do just that.
Selecting a stockbroker sounds like an easy enough process, however after...
Risk Cover: What you should know
With a variety of life assurers and risk cover policy options available, it is important to take special care when selecting the right policy for you and your family’s needs.
First you need to identify what level and type of cover you already have (if...
How to Invest Offshore
There are various reasons why South African investors choose to invest money offshore which includes diversification of your investment portfolio, foreign currency exposure, concerns about the current economic state of our country or planning to emigrate in a few years’ time.
This article provides you with information...
Estate Duty is the tax levied at 20% on your dutiable estate as a result of your death.
The Estate Duty Act applies to the estates of all deceased persons who were resident in South Africa at the time of their death.
How is the Estate Duty determined?
The way in...
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.