The closing of the Woodford Equity Income fund is big news, affecting lots of people who decide to invest on a DIY basis. Here’s our take, and a couple of the lessons learnt.
Qiaojia Li, CEO and co-founder of new wealth management firm Rosecut, talks to CREALOGIX about her ambitions to redefine wealth management and use an AI-driven platform to provide the currently under-served middle market with high-quality, bespoke advice.
Our in-house portfolio manager Daniel Greenhough and advisor Michael O'Sullivan discuss stock market movements into year end, the latest on the trade dispute between China and the US, British currency gaining strength as a result of a potential EU Deal and the possibility of a Christmas Rally.
We have outlined the five essential questions you need to ask before you pick a wealth manager. We also shared a few tips on things to watch out for to enable you to make an informed decision to manage your investments and financial plan.
We review the importance of understanding your wealth personality and explain the importance of goal setting for your finances. Here we will compare the most usual styles, legacy and freedom mindsets.