by Stuart Fowler | Dec 14, 2022 | Goal Based Wealth Management, Savings and Investments
Bonds, supposedly the risk-reducing asset in conventional portfolio management, have suffered large losses this year. It is clearer than ever that the retail investment industry needs a new approach to managing risk. In this article we explain how Fowler Drew uses...
by Stuart Fowler | Apr 28, 2021 | Goal Based Wealth Management, Performance
In a previous article, Whose performance is it anyway?, we addressed the significance of performance, for both clients and the firm, in goal-based wealth management. Our key observation was that when assets are managed to meet client-specified outcomes (or...
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...
