2009 is the year to ask for the truth about your money.
Friday, 16 January 2009
This is my first entry for 2009. I was fortunate enough to visit Australia and the US over the holiday season. The purpose to meet and discuss with international wealth managers their experiences…and of course take some vacation time!
In the UK we can learn from a select few wealth managers…their practices really help clients.
We also believe in adding significant value and helping clients achieve all that is important to them. As our perspective is different, so is our distinction, we believe that individuals in 2009 endeavour to search out the cracks that open up in bear and recessionary markets, which have often been papered over during the bullish and growth stages experienced in recent years.
Whilst the Madoff scandal in the US is a big crack, others will appear in many places, but not all allegedly fraudulent or as large. Whilst many investors will not lose their capital, how many feel let down over their investment managers’ performance?
In 2009 investors should be asking questions about investment performance, investment philosophy and decision taking in order to understand the risks they are taking relative to the return they expect. Whilst investors may not lose all their invested capital as some appear to have done with Madoff, simply excessive risk and underperformance can in themselves detrimentally affect an individual’s future financial security.
2009 is the year to ask for the truth about your money.
posted by Murray Round Wealth Management @ 14:21,
The Authors
Nicholas Round
Nic is the Managing Director of Murray Round Wealth Management Limited, who seeks to ensure the advice provided is truly independent. Based in Shropshire with clients local, national and worldwide, Nic has strived to find the best possible service for his clients needs, by researching and studying the market, trends and philosophies. Nic strongly believes Asset Class Management will bring his clients Financial Freedom, Independence and Happiness.
Kirsty
Kirsty is our communication guru. Managing information requires considerable due diligence and her passion for organisation gives the clarity we all seek. From Shropshire, with a Psychology Degree and much travelling, she is now back in Shrewsbury...and London often, keeping us all at Murray Round focused.
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