Our Views on the Markets and the Economy
Articles, investment updates and economic analysis
Our CEO Charlotte Ransom regularly answers questions for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Last week, SJP, the largest wealth manager in the UK, saw its shares fall 30% in a single day. The catalyst is increased regulatory concern about fees and ongoing services driven by the introduction last July of the Consumer Duty. The regulator is, once again, having to introduce legislation to ensure that financial consumers are being treated fairly and getting value for money.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.
For generations wealth managers have operated within a comfortable and unchallenged niche: they invest money on behalf of their clients and update them of their progress once or twice a year. The implied message has been that clients don’t need to bother themselves about their portfolios, since it’s all under control.
Team Contributors
Gerard Lyons
Charlotte Ransom
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“I’m worried about the fees on my £600k pension pot. Are some costs being hidden?”
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Wealth management uncovered – clients will be the winners and it’s long overdue
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“I’ve inherited £240k. Should I ask a financial adviser what to do with it?”
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“I’ve just got divorced – how should I invest my £460,000 settlement lump sum?”
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“My husband and I downsized – what should we do with the £330k?”
Thomas Salter
Iain Barnes
Simon McConnell
In The Press
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Read what the press have to say about Netwealth
