VWM Wealth’s August 2019 Newsletter

26th August 2019

Word from Lisa  Back to school, changing of the seasons, and sharpening the pencil! The leaves have yet to turn, but the new school year is upon us (it has already started for many), and […]

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David Thomson: The importance of liquidity

23rd July 2019

LIQUIDITY RISK is now front-of-mind for advisers and clients following the high-profile suspension of the Woodford fund, where holders are now locked in for an unknown time. A key part of any investment process should […]

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Grahame Hopper awarded a Worldwide Excellence Award

18th June 2019

VWM Wealth are pleased to announce that Grahame Hopper, Director and Chartered Financial Planner, has been awarded a Worldwide Excellence Award from STEP (the Society of Trust and Estate Practitioners). STEP is the global professional association for practitioners who specialise […]

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David Thomson: The answer to the risk-on/risk-off dilemma is to hold a bit of both

7th May 2019

RISK-ON or risk-off is a relatively permanent question for many active investors that tends to have implications across the spectrum of asset classes. Certain assets, such as equities or currencies, are perceived to be risk-on […]

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A Spring Statement in the eye of the Brexit storm

14th March 2019

The Chancellor rose in a parliament preoccupied with the ongoing Brexit drama to deliver a Spring Statement on the state of the economy. Mr Hammond made clear some while ago that he wanted his Spring […]

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Glasgow Wealth Manager Changes Hands After Management Buy Out

28th January 2019

Lisa Johnstone, Director at VWM, discusses the recent management buy out with The Herald: “We don’t have hundreds of clients – we have 87 and the business is very relationship driven. It’s not just about the […]

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VWM Wealth Completes Management Buyout

25th January 2019

The management team at VWM Wealth are pleased to announce that they have completed a management buyout led by Lisa Johnstone, David Thomson and Grahame Hopper.  The board will continue to be bolstered by the […]

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How will Brexit impact my finances?

3rd December 2018

Lisa Johnstone, Director at VWM, discusses the impact of Brexit with The Financial Times: ““Having a good plan around your finances and sticking to that plan is key,” said Lisa Johnstone, director of VWM Wealth. […]

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David Thomson: Weigh up your objectives when constructing an investment portfolio

19th November 2018

David Thomson, chief investment officer at VWM Wealth, discusses investment objectives with The Herald: “BEFORE starting to invest it is always wise to think about the return you require and the level of risk you […]

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Past fees are not a guide to future fees

3rd September 2018

David Thomson, chief investment officer at VWM Wealth, discusses investment returns and charges with The Herald: “IN RECENT years investment returns have been good so investors have not focused on charges, but that will change […]

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