Investing

Assurance Vie – Is it me or is that a high fee?

Assurance Vie – Is it me or is that a high fee?

Unless you are completely new to France or live in a cave, you may know something about assurance vie, and the fact that they are easily the most popular investment structure for French residents. It is impossible to ignore the advantages, for income tax, capital...

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Diversifying Asset Allocation within an Assurance Vie

Diversifying Asset Allocation within an Assurance Vie

As human beings, we are naturally attracted to things we find familiar; accepting change and the unfamiliar can be more complicated. This holds true for investments. For example, someone born and bred in the UK is more likely to invest in British companies, whereas a...

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ESG Investing – Everything’s So Good?

ESG Investing – Everything’s So Good?

I have, for a few months now, been reading some negative articles about ESG investing, which, for the uninitiated, means Environmental, Social and Governance. Some people might just simply label these as “green” or “ethical” investments; however, the goal is more...

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Common Investment Mistakes to Avoid

Common Investment Mistakes to Avoid

At the time of writing (towards the end of May) financial markets are very volatile and the majority of global share indexes are sitting at their respective lows of the year. The S&P 500, for example (an index of the most important 500 US companies) is down by 20%...

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Financial Adviser Commissions: Take Charge of Your Charges

Financial Adviser Commissions: Take Charge of Your Charges

When we shop, generally, the cost of the things we buy is evident. We see the object we want, assess the price, decide if we are happy, order or pay and walk away. Did you ever purchase a new TV and later, some money simply disappeared from your bank account; an...

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Is Bespoke Investing All That it Seams?

Is Bespoke Investing All That it Seams?

When we think about something that is “bespoke”, we think of something luxurious, exclusive, tailored to our exact needs, in a special and unique way. The person or institution, will do everything they can to make you feel that, by buying into their offering, you are...

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Investments After Brexit

Investments After Brexit

First and foremost, Christopher Davenport apologies for depriving you good and loyal people of your habitual trusty host, Mr Robert Kent. I blame myself and Microsoft Teams, as I made the subject suggestion in a meeting and was then cheerfully thanked by Robert for...

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