Coming in to work this morning I was witness to the admittedly not uncommon sight of a black cab driver and a cyclist having a bit of a dust-up! What did strike me though was the cyclist kept gesturing to … Read More
I am not sure how many people remember Barry Goldwater, well not everyone is as interested in politics as I am. However, he was a five-term US senator in the year of my birth, 1964. Whilst ultimately unsuccessful he ran … Read More
The financial services industry must rise to the challenge of the budget and ensure investors benefit fully without repeating past mistakes
The budget has just proven to be a retail savings game changer. I had rather become used to budgets which just squeezed people, with very few real incentives for the hard working, committed investor. Those who had committed to long … Read More
We have all become rather used to Budgets long on rhetoric and short on action but this trend does seem to have been reversed this time by the Chancellor. A whole raft of measures look set to impact on the … Read More
Are you likely to be caught by the pension lifetime allowance changes and if so what are your options?
To protect or not to protect Yet again, there is to be a diminution in the availability of reliefs and opportunities within pension planning for higher earners or those who have accrued significant pension savings. The latest cut in the … Read More
Active versus Passive – a personal reflection This topic is one that runs and runs in the investment world and as costs come increasingly to the attention of investors and the financial regulator it is probably right to revisit the debate. … Read More
A sandwich at the desk is accompanied by my usual lunchtime headline trawl around the financial websites. I was drawn to an interesting speech by Martin Wheatley, Chief Executive of the FCA, at The Mansion House. The part which interested … Read More
Advisers complain about the cost of the compensation scheme, where good advisers (and ultimately their clients) compensate the clients of bad ones. But faced with clients who had been disastrously advised to put all their money into Arch Cru, Lee … Read More
Lee Robertson discusses a new financial services industry consumer confidence campaign. I had a recent meeting with the chief executive of the Personal Finance Society, Keith Richards, near my office and was very interested to hear of a new campaign … Read More
Lee Robertson, chief executive of City advisory and wealth management firm Investment Quorum points out a few of the downsides in the trend towards clean share classes for investment funds. I trust that those who are familiar with my musings … Read More
Lee is CEO of City-based Investment Quorum, a very deliberately sized boutique financial and investment advisory wealth manager encompassing strong financial planning and discretionary investment management. A Chartered Wealth Manager, he was recently listed in the Spear’s Wealth Index as one of the UK’s top twenty wealth managers. He is a passionate advocate of client focused wealth management and is a regular commentator within the press and on TV on financial matters. You can find more information about the wealth manager boutique at http://investmentquorum.com/ or on Twitter https://twitter.com/IQWealth. You can also follow him on his personal Twitter https://twitter.com/leerobertsonIQ.