Smart ideas about wealth
Our business
The Trustee
Current position
Liquid assets
- Cash - £180,000
- Gilts - £360,000 (managed by stockbroker)
- Equity funds - £405,000 (within discretionary management service)
- Quoted shares - £1,970,000 (managed by stockbroker)
Illiquid assets
- Two properties - £270,000 (flats in same block, rented)
Bloomsbury thoughts
"Studies show either that most managers cannot outperform passive strategies, or that if there is a margin of superiority, it is small."Prof. Zvi Bodie, Investments
Bloomsbury and the Bloomsbury logo are registered trade marks used under an exclusive sub-licence from Raymond James Investment Services Limited (RJIS). RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Registered in England and Wales number 3779657. Registered Office 77 Cornhill London EC3V 3QQ.