Gosling's Grouse: Bespoken word

Bespoken word

If Sir Humphrey - he of Yes Minister fame - were a wealth manager or financial adviser, what would he say to a client?

No doubt he would say something along the lines of ….‘And for an intelligent, high net worth client like yourself, the correct solution would be your own personalised bespoke DFM portfolio’. Credit where credit is due, the idea comes from Clive Waller of CWC Research. In conjunction with Mark Polson of the lang cat consultancy, he has spent the past nine months crunching the numbers on centralised investment propositions. Using FE data, they have come up with conclusions that, in themselves, are almost as bamboozling as Sir Humphrey’s explanation of government policy. Based on conv...