What is an investment advisor
An investment advisor differs from an investment manager in that their role is more consultative than proactive. They are responsible for guiding the client and recommending the best techniques to adopt, based on their financial and market knowledge and experience. The advisor will also take into account their customers’ monetary preferences…
What is a bond
A bond is a long-term investment that enables an investor to loan money to a corporate or governmental entity. This entity will borrow the funds for a specified period of time, set at a predetermined interest rate. A bond is therefore an agreement that is entered into by an investor, with a company or governmental organization…
Benefits of a Bond
Bond investing is often regarded as an investment strategy that generates lower returns than other securities, such as stocks. However it is regarded by many as an effective way of balancing one’s investment portfolio. There are a number of reasons why investors choose to trade in bonds, as outlined below…
The benefits of portfolio management
When joining a bank or financial institution it may be worthwhile to research their portfolio management sector in order to ascertain whether they offer such a service. Investing in a portfolio manager is an exceptionally worthwhile opportunity to manage one’s wealth in an efficient and reliable manner…
Why create an investment portfolio
Establishing an investment portfolio is an excellent way to achieve wealth and financial independence. However it is vital to employ a professional portfolio manager who will be able to manage your portfolio effectively, or, if you have chosen to manage your portfolio independently, it is crucial…
What is an investment portfolio
An investment portfolio is a something set up by an investor, for the purpose of making a profit. This is achieved by investing in different investment strategies for the purpose of increasing the original value of funds. The purpose of an investment portfolio…
Do I need an offshore pension scheme
An offshore pension scheme is something that can be set up privately as an investment opportunity for one’s retirement years. A pension scheme can be established through any bank branch that offers pensions, in both an onshore and offshore setting. Many jurisdictions internationally…
What is portfolio management
Portfolio management is a financial term that refers to the collection of assets or investments within a unique portfolio. These investments can be managed by an individual, financial institution, investment company or hedge fund, and are placed within a portfolio that keeps track of all financial activity…
Advantages of a mutual fund
A mutual fund is an investment solution that involves the collection of funds that are invested into various securities and instruments. Mutual funds are often the preferred investment procedure amongst investors around the globe for a…
What is a mutual fund
A mutual fund is collective investment scheme that is developed within a portfolio and managed by a mutual funds manager. The purpose of a mutual fund is to invest money into various securities and instruments, to ultimately create a…
