Can you still trust your fund manager?

October wasn’t a great month for fund managers (the people who make the investment decisions that dictate how well your savings and investments perform). There have been two very high profile resignations—one as a result of a Sunday Times investigation, the other from a Panorama exposé. Unsurprisingly, clients have been…

How to find the right investment for you

In the wake of the Woodford debacle, there’s a lot of talk around investments and the basis for choosing them. So we thought it would be helpful to outline what you should be thinking about when it comes to selecting an investment to enable you to get the best outcomes…

How can you make the most out of diversification?

Diversification is a word that tends to get mentioned a lot in conversations around savings and investment. We hear it often, but what does it mean? Put simply, diversification is a risk management strategy that blends a variety of investments within a portfolio. Through having different kinds of assets in…

What you need to know about ISAs in 2019/2020

The rules around Individual Savings Accounts (or ISAs) change on a regular basis and the popularity of the different types of ISA is often determined by where savers think the most competitive place to put their hard earned money is. ISAs are an excellent way to save because of their…

Video: asset classes explained

Asset classes are broad groups of securities or investments that exhibit similar financial characteristics. Traditionally, there are four main asset classes: cash, fixed-interest securities (also called bonds), property and shares. Here at Charters Private Wealth, we help clients blend the different asset classes in order to acheive diversification, which helps control the amount…
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