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In this video, Scott and Cynthia discuss how she and the rest of the team at Raymond James support our clients. including by arranging for the custody of their assets and providing them with their quarterly statements. These services are vitally important to protecting our clients assets and to providing transparency over their investment returns.
Scott interviews Dan Brocklebank, Head of Orbis Investments UK. Dan discusses the Orbis Equity Fund's structure and how it is set up to align the interests of Orbis with those of its clients. He also addresses the topical question, "Is active management dead?"
Jamie and his colleague, Stephanie Evans, work with clients of TindleWealth when their financial planning needs are particularly complex. In this video, Scott and Jamie discuss how he and Stephanie support TindleWealth's clients, how they would like to see the relationship between the two firms progress - and why Jamie agreed to partner with TindleWealth in the first place! What is clear from the discussion is that a huge amount of value is created for clients when we combine financial planning with bespoke investment management.
 30 September 2020 Investing involves the risk that your capital goes down as well as up; you may get back less than you invested. The commentary below is not intended as a recommendation for you to personally buy or sell any of the investments mentioned nor to take any investment action whatsoever. Hello everyone, There has been a lot to digest since I last wrote to you in April but I think the key points are:
The two key points are clearly related: there is far more money in the system. Therefore that money is worth less than it was (supply and demand). Therefore things that are valued in money terms (like stocks and houses) are worth more. It really is that simple. There has been more nuance under the surface.  When a new client comes to TindleWealth from a competitor it is usually for some combination of these three reasons: 1. They are unhappy with the level of service they are receiving 2. They think they are paying too much in fees 3. They suspect the performance of their portfolio has been sub-par Given the above and all that has occurred this year, we thought it would be helpful to outline what you, as a client of a wealth manager, should expect for the fees you're paying.  This article is a brief introduction to inheritance tax - what it is and what you can do to mitigate it. It is for informational purposes only and is not intended to be financial advice specific to your unique circumstances.  20 April 2020 Investing involves the risk that your capital goes down as well as up; you may get back less than you invested. The commentary below is not intended as a recommendation for you to personally buy or sell any of the investments mentioned nor to take any investment action whatsoever. Hello everyone, My ‘cautiously optimistic base case’ outlined in my March 9th email that the lows were in was clearly wrong. This was principally because I underestimated the impact of the coronavirus on the behaviour of governments and people. Nevertheless, one of my key justifications for buying into the weakness was correct: central banks would take huge steps to support economies and, by extension, stock prices. The lesson may be that timing the market is incredibly difficult but buying stocks on weakness is usually a good idea.  This article is not intended to be financial advice specific to your particular circumstances.
Written by Scott Tindle, CFA March 24, 2020 Is now the time to buy stocks?  This article is intended to be a brief outline of some of the changes to pension rules that were announced in the UK's March 2020 Budget. It will be particularly relevant to those earning £150k or more per year. The article is not intended to be financial advice specific to your particular circumstances.  The below is not meant to be investment advice specific to any individual; it is for informational purposes only. What happened? In an echo of the Woodford affair from earlier this year, one of Britain’s largest fund managers has blocked investors from withdrawing their money. The affected fund - the M&G Property Portfolio Fund – has about £2.5 billion in it and much of it is owned by everyday UK investors like you. |