Investment philosophy

Smarter ideas about wealth

Money means different things to different people. Whether you are at the beginning of your career or nearing the end, you will be faced with a number of choices about how to manage your wealth.

To a large number of people planning their finances can appear daunting. The sheer choice of options available often makes for greater complexity. Successful individuals, whether they are professionals at the top of their career or serial entrepreneurs on their third venture, often lack the time, inclination or knowledge to manage effectively the wealth that they are creating.

The video clip below is taken from our presentation to the partners of PricewaterhouseCoopers, and we hope it conveys a number of our key beliefs about managing your money and investments.

As Benjamin Franklin said, “nothing in life is certain except death and taxes”. The key to financial success is to understand what you can change, appreciate what you cannot change and have the wisdom to know the difference.

View the streamed video file: you may find that the streamed video clip above stops and starts when you press PLAY; this is due to the amount of bandwidth needed to stream the video file. If you press 'pause' and wait a few moments until the whole file has streamed (check the progress bar at the bottom of the TV screen) it should run without interruption.

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Bloomsbury thoughts

"…those index funds that are very low-cost….are investor-friendly by definition and are the best selection for most of those who wish to own equities."
Warren Buffett, Chairman of Berkshire Hathaway,” 2003