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 of risk you take with your portfolio. Watch our video to learn more.

If you’d like to contact us about this or any other matter, please feel free to give us a call today on 01789 263888 or email hello@charterswealth.co.uk.