In anticipation of an article in FTfm placing our investment approach in the context of the application of ‘liability-driven’ investing to private wealth, we are posting this master class on drawing down capital in retirement.
read more Commentary by Stuart FowlerThe latest in our retirement seminar series challenges much lazy thinking and conflicted advice about pensions to reveal a smarter framework for decision making, as part of an overall retirement goal.
read more Events by Joe ClarkWe describe our asset allocation changes and performance from December 2007 to August 2009. The returns themselves are quite impressive. How did this come about, if we knew we did not know what was going to happen in the short term?
read more Insights by Stuart FowlerThe Barrister (Article by Stuart Fowler)
read more News by Stuart FowlerI gather from other wealth managers that what their clients are finding hardest to bear is not the fall in asset prices but falling income. A big drop in interest income has already occurred but they are probably starting to see some dividend cuts and they fear more of the same. The recession is making clear to individuals and their agents a well-concealed truth that is right up-front in No Monkey Business thinking: income consumed is inherently no different from capital consumed. From this insight, a very different and much clearer approach to decisions about spending and saving starts to take shape naturally.
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