Wealth Briefing article with Martyn Gowar TEP

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Article published by Wealth Briefing on 8th September 2014. Subject to copyright. Many discretionary fund managers are used to attending beauty parades. Recently Martyn Gowar – of McDermott, Will & Emery, the legal services firm, asked the following question of practitioners: “Beauty parades – don’t you hate them?”. Research seems to show that practitioners in the investment and wealth management …

bussminWealth Briefing article with Martyn Gowar TEP

Investment Policy Statement

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An Investment Policy Statement (“IPS”) is a legal requirement under the Trustee Act 2000 (“The Act”) for UK Trustees and documents the investment management of a portfolio. It should be consistent with the trusts aims and give a clear understanding on fundamental matters such as the accepted level of risk, expected outcomes as well as any investment restrictions. It should …

bussminInvestment Policy Statement

Wealth Managers Capture Larger Share of Client Wealth Over 20 Year Time Frame

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I am always interested in the research and insights that Seb and the Scorpio team and partners produce.  The latest findings are worth reading but this conclusion made me smile.  It confirmed what I was told at Kleinwort Benson over 28 years ago.  (Yes, I’m getting on, but I don’t look it!?).  The conclusion?  “Loyalty pays”.  It’s a shame CEO’s …

bussminWealth Managers Capture Larger Share of Client Wealth Over 20 Year Time Frame

Guidance is not enough

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I was interested but not surprised to read the following short article as, I’m afraid to say, I have had personal issues which highlight this problem. Bank staff are, whilst sympathetic, not well trained and the “manuals”that provide policy are unclear and inadequate. We are an ageing population why are the institutions allowed to ignore their shortcomings? Even though banks …

bussminGuidance is not enough

Wealth Briefing – Bussey Consulting

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WEALTH BRIEFING – BUSSEY CONSULTING By Jackie Boole 17th July, 2014 London, UK – Wealth Briefing are delighted to announce the appointment of Russell Bussey of Bussey Consulting as a Judge to it’s Global WealthBriefing Awards. Stephen Harris, CEO of ClearView Financial Media Ltd who run the Awards programme commented “I have known Russell for sometime and have seen his …

bussminWealth Briefing – Bussey Consulting