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. “Anticipating whether the markets will double or halve is not realistic or healthy.”…” Read the full article.

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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 can tolerate. There are two other factors that need to be taken into consideration: first, your time horizon and, secondly, […]

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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 if markets are flat or fall. Accordingly, it is worth giving charges consideration as they can have a big impact […]

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The pros and cons of buying into an investment trust

19th June 2018

David Thomson, chief investment officer at VWM Wealth, discusses investment trusts with The Herald: “INVESTMENT trusts have been around since the 1860s whereas unit trusts did not become popular until the 1960s. In essence the former are companies that hold investments and whose shares trade on the stock market. They have both advantages and disadvantages […]

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Is cryptocurrency a new asset class?

11th April 2018

David Thomson, chief investment officer at VWM Wealth, discusses cryptocurrency with The Herald: “Although interest rates on cash have been low there has been a way to make good returns from cash in recent years – by investing in currencies. And the currency grabbing all the headlines recently has been cryptocurrency, particularly Bitcoin, which has […]

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Should Structured Products Feature in Your Investment Portfolio

Should Structured Products Feature in Your Investment Portfolio?

16th January 2018

David Thomson, chief investment officer at VWM Wealth, discusses investment portfolios with The Herald: “Structured products have been gaining in popularity recently, if increased sales are anything to go by. A typical product currently in the market is offering a return of 4.35 percent per annum over five years so long as the FTSE 100 […]

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HAS YOUR INCOME TAX JUST GONE UP?

HAS YOUR INCOME TAX JUST GONE UP?

19th December 2017

David Thomson, chief investment officer at VWM Wealth, discusses income tax changes with The Herald: “…the changes will act as “more of an incentive” to make use of tax-efficient savings vehicles such as ISAs. In the current financial year up to £20,000 can be invested in such accounts, with any interest or investment gains being […]

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Make ‘small sacrifices’ to build savings pot of £10,000

21st February 2017

Alternatives exist for struggling young workers

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VWM Wealth Portfolios are ten years old

12th January 2017

Many happy returns! How long is the long term? Advisers are often asked but there is no clear answer. However many would say a decade is a long time so it is also a good time to reflect on the performance of the VWM Portfolios since they were first launched over ten years ago. Ten […]

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Pension savers urged to join backlash

27th August 2016

As big names vote against pay hikes for directors, small investors can do their part says Jeff Salway Institutional investors are voting against executive pay awards in a backlash reminiscent of the so-called “shareholder spring” of 2012 – but ordinary investors and pension savers continue to have little say on the matter.

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