Selecting for growth
Article Abstract:
An investor aged a little over 40-years old may seek capital growth from a portfolio, using funds left from an inheritance. Investment advisers should seek to maximise total returns for investors, and the way they do this is influence by the investor's attitude to risk. It is difficult to benchmark a portfolio since personal issues relating to a particular client have to be taken into account, as well as management expenses and tax. Cooperation between adviser and client can lead to a portfolio geared to the client's legal and tax position.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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A man for all seasons?
Article Abstract:
UK investors cannot easily compare the performance of different financial advisers. They can ask for references and check that the adviser is qualified and authorised. They can also seek advisers with several years' experience and go to the adviser's office to assess the efficiency of the operation. The adviser should not charge for the first session. Investors seeking advice for a partner as well should ensure the partner meets the adviser. Investors should also assess advisers' areas of expertise.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1997
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