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Expat Financial Planning

Providing Client Clarity Since 1985

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Expat Financial Planning

Providing Client Clarity Since 1985

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    Fund Manager Video Updates

    investment-fund-manager-video-film-strip

    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

    Read More...
    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

    Read More...
    Momentum Harmony

    Momentum Harmony

    Gyn Owen - CIO

    Glyn outlines the Momentum Harmony Q1 2018 portfolio performance progress and 2018 outlook

    April 2018

    Duration 10 mins

    Read More...

    Further resources

    Market Indicator - Momentum fund management provide insightful views on equity market trends
    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