Short-Termism

unnamed-2.jpg“Concentration on short-term projects or objectives for immediate profit at the expense of long-term security.”

Jernej Bukovec (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers highlights why short-termism is unhealthy for investors, changing portfolio positioning every time an investment underperforms and chasing outperforming investments. Click here to learn more.

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Old Mutual Int’l ‘Taking Legal Action’ Against Leonteq Over Commissions

old_mutual_venta_latamOld Mutual International, the international investment products arm of Old Mutual Wealth, is “taking legal action” against Zurich-based Leonteq Securities AG “and related parties”, for “the making of false statements” in connection with the levels of commission paid to advisers on Leonteq structured products.

“Had the true level of commission been disclosed, the products would not have passed Old Mutual International’s criteria, and no investments would have been made,” OMI said in a statement. Learn more

Staying Invested

MountainAt Intelligent Investments, our goal is to ‘keep clients invested’ in order to achieve their financial goals, but what do we mean by this? It comes down to trying to overcome the biggest obstacle preventing investors from achieving long term objectives – themselves! We are all prone to mental pitfalls which make us our own worst enemy when it comes to investing.

Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, brings some of this work to light. Click here to learn more.

China and Russia Looking to Drop US Dollar for Oil Payments

yuan-vs-dollarJust days after Beijing officially launched Yuan-denominated crude oil futures (which are expected to quickly become the third global price benchmark along Brent and WTI), Reuters reports China has taken the next major step in the challenging the US dollar’s supremacy as global reserve currency (and internationalising the Yuan) by paying for crude oil imports in its own currency instead of US dollars.
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Getting What You Want

Outdoor relaxInvesting is first and foremost about net returns. Our key value-add is being able to design better portfolios than a formulaic split between bonds and equities based on a client’s risk profile.

Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, brings some of this work to light. Click here to learn more.

Award Winning Advice

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Intelligent Investments is proud to announce that one of our UK regulated discretionary investment managers, PortfolioMetrix has won this year’s Citywire Wealth Manager Award for the second year running.

To learn more about our award winning, technology enabled, UK regulated, discretionary investment manager click here.

UK Tax Planning 2018

Revenue UKApril 2018 will mark the end of another tax year. With a promise of no further tax changes to be announced at the slimmed down UK Spring Statement on 13 March, we can plan with some certainty.

Here are a summary of key considerations and actions pre 6 April. Contact us to discuss the opportunities available for you, your family and your business. Learn more