It’s now an ideal time for non-technical innovation in wealth management

Changing times upon us without doubt, and it is really saddening to see the fruits of so much work and effort for many disappearing in front of our eyes. Some challenging times ahead for our industry, however, change is not new and often is the time for recasting and resetting. We perhaps are going to [...]

How do you know whether Financial Simplicity is for you ?

We often get asked what the ideal client for Financial Simplicity looks like ? The answer is quite straightforward; our value proposition optimally services firms who: Service their clients with investment portfolios, often including listed securities, and prefer to have this process managed in-house Have a foundation of packaged investment research using model portfolios (or mixes [...]