by David Case | Oct 26, 2021 | Financial, Insights
Often when we talk to financial advisors about their clients who have recently taken money offshore, we hear of two distinct mindsets: The client is happy to leave their offshore holding in cash as their main concern was about country risk and they are just happy to...
by David Case | Oct 25, 2021 | Financial, Insights
It is fair to say that there has never been a better time to be an individual investor. Investment choices, access to information, and the application of technology are at their greatest levels, which combined with a lower fee environment means that the investor has...
by David Case | Oct 25, 2021 | Financial, Insights
There is a common misconception that Exchange Traded Funds (ETFs) are for equity investors only. This false impression may be driven purely by the fact that like equities exchange traded funds are listed on stock exchanges. The truth is vastly different though as in...
