by Stuart Fowler | Aug 19, 2022 | Charges, Performance
How do you explain to private clients that picking active fund managers in equity markets, or picking advisers who do, is a near-certain route to wealth destruction? Just show how many things have to go right for the extra costs and risks to be rewarded with a better...
by Stuart Fowler | Jul 6, 2021 | Charges, Performance
Cost comparisons for 25 UK wealth management firms submitting data to FT Money in June 2021 imply that, at all portfolio sizes above Fowler Drew’s minimum amount, our annual management fee, plus platform or custody costs, is significantly below the average....
by Stuart Fowler | Jun 21, 2021 | Charges
How you pay for private-client investment services matters, but not as much as what you pay for and how much you pay. How you pay is typically now between flat fees, independent of the value of a transaction or portfolio, and asset-based fees, where a percentage rate...
by Chris Ling | Apr 8, 2021 | Charges, Savings and Investments
In our paper An explanation of Active/Passive we address the active versus passive investment question: pick stocks or buy the market? We put forward an agnostic case for opting out of active management, or security selection, in favour of a passive approach of...
