by Stuart Fowler | Apr 16, 2021 | Goal Based Wealth Management, Performance
Private clients buy performance, it is said. This is not what they buy from Fowler Drew. Once they see what we’re doing it becomes obvious they are buying something to do with the satisfaction their money can provide, not performance. Test drive The Planner yourself...
by Stuart Fowler | Mar 26, 2021 | Financial Advice
‘Chemistry’ is widely seen as the most important criterion when selecting a financial adviser. This is so even when the personal point of contact is part of a large organisation with a trusted brand. How, then, can financial technology that substitutes...
by Stuart Fowler | Dec 14, 2020 | Miscellaneous
The FCA asked for input to its policy setting for the market in consumer investments. We welcome the initiative but it is pointless unless the regulator is serious about entertaining radical changes, even if it involves new (or a new interpretation of) primary...
by Stuart Fowler | Nov 2, 2020 | Miscellaneous
Short-term forecasts may be futile but investors can’t avoid long-term return assumptions. Our model is projecting 20-year real total returns of around 7% pa for a spread of global equity markets. Rather than lower than the historic investment growth trends, in...
by Stuart Fowler | Sep 9, 2020 | Miscellaneous
Final-salary pension transfers tell us a lot about the wider need for customised investment solutions, goal-based and outcomes-driven, to replace standardised portfolio types. Failure of conventional solutions Defined Benefit (DB) transfers, where a known, secure real...
