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Expat Financial Planning Solutions

Providing Clarity For Investors Since 1985

Fund Manager Video Updates


Investment market updates from leading Discretionary Fund Managers

In conjunction with "Market Scope" newsletter - subscribe now its Free , and the ever popular "Market Indicator" our "Investment Fund Manager Video" updates are provided as a further source of market insight to assist you , an expat investor , to quickly assimilate global market movements.

The videos focus on the opinions of our Discretionary Fund Manager (DFM) partners , Momentum , City Financial, TAM International and Canaccord Genuity Wealth Management.

Want to learn more about Discretionary Fund Management ? Click here

If you have any questions or queries related to the content of the videos or would like to discuss how you could possibly integrate the services of our DFM partners into your own portfolio, we will be more than happy to discuss the options available to you.

We suggest you revisit his page often as content is regularly updated.

We hope you enjoy the content and hope to be of service with your portfolios soon.

City Financial

City Financial

Mark Harris Head Of Multi-Asset

Mark discusses the City Financial portfolios and 2018 outlook.

February 2018

Duration 12 mins

Canaccord Genuity

Canaccord Genuity

Justin Oliver Deputy Chief Investment Officer

The merits of active fund management compared to passive index following.

March 2018

Duration 2 mins

Momentum Harmony

Momentum Harmony

Gyn Owen - CIO

Glyn outlines the Momentum Harmony Q4 2017 portfolio performance progress and 2018 outlook

February 2018

Duration 16 mins


Further resources

Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning