Posts Tagged ‘investments’

A guide to collective investment funds

When it comes to managing your money, the collective investment funds marketplace can be complicated.  So we have created our guide to collective investment funds for you.

A guide to investment funds

A guide to investment funds

Effectively managing your own investments requires time, knowledge and a good deal of experience. For many of us the demands of daily life mean that we cannot dedicate as much time and energy to investments as we would like.

Researching which companies to invest in can take considerable time. A lack of expertise could result in severe losses. And some asset classes are simply beyond the financial reach of many.

Understanding your attitude to risk

When it comes to financial decisions, understanding your attitude to risk is a key decision.

Understanding risk

Understanding risk

Risk is a shifting and ever-present aspect of modern life and something that we all come into contact with at some point. From the adventures we have as children to the financial decisions we make as adults, our attitude towards risk is an indelible part of who we are.

When it comes to investing, however, it is important to think about risk objectively and not let our subjective emotions cloud our judgement, although our own views and opinions are very important. Being able to do this successfully means both understanding the different risk levels of investments available in the market, but also how risk is related to the potential returns on offer.

Trustee investments

Trustees have a duty of care under the Trustee Act 2000 to ensure that they are taking independent advice when it comes to assets they hold upon trust for beneficiaries.   When advising on and arranging investments for private clients, financial advisers are required by their regulator to take into account the client’s attitude to risk and capacity for risk. When it comes to advising on and arranging trustee investments however, trustees’ personal attitudes and capacity for risk are irrelevant, as indeed are those of the beneficiaries (who in any event are not the advisers’ clients). The trustees are the clients and they are custodians of the interests of the beneficiaries.

Trustee investments

Trustee investments

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