Investing is not a set-and-forget process; new theory, empirical evidence and product development keeps an Investment Committee on its toes, on a client’s behalf. By wearing a risk hat, instead of a performance hat, advisers can ensure that a client’s portfolio remains structured to weather all storms, and avoid the dangers of investing in ‘hot’ markets and managers. Perhaps unsurprisingly, this risk-based approach often results in little portfolio activity, despite all the work that goes on behind the scenes.Read The Full Newsletter
About Tim Hale
Tim Hale is the CEO of Albion, a strategic consulting firm that works with many of the best wealth advisory firms across the UK. Tim's book, Smarter Investing: Simpler Decisions for Better Results, has been described as a 'must read' by Mark R Richardson, former CEO of Chase Asset Management. Tim graduated from the University of Oxford and is a regular speaker at leading conferences across the UK.