CONTACT
If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
+44 (0) 20 7125 0224  |  CALL
enquiries@kennedyblack.com
 

Discretionary Fund Manager (DFM) performance – the emperor or the elephant?

Posted on February 26, 2019
in Fees and charges, Investments, News, Proper financial planning
by Ben Smaje

We monitor financial markets on an ongoing basis, and one of the tasks we undertake regularly is to compare the performance of our client's portfolios against a variety of benchmarks.   We have been doing this for more than eight years, and over that time, one theme has emerged with surprising consistency - the woeful performance of discretionary fund managers (DFMs).   DFMs are companies that manage client portfolios...

Read More

I’m paying HOW MUCH for my investments?

Posted on February 26, 2019
in Fees and charges, Investments, News, Proper financial planning
by Ben Smaje

Much like peeling an onion, financial services can make one's eyes water. Particularly when it comes to costs, which have traditionally been buried under layer upon layer.   Thankfully, the onion that is financial services in the UK has already had a number of layers peeled off over the years. Initially, through commission disclosure ('this is how much we make from you'); then the transition from commission...

Read More
Kennedy Black Wealth Management Ltd is a Chartered Financial Planning firm and an appointed representative of pi financial ltd which is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England, registered number 3556277, registered office Morfe House, Belle Vue Road, Shrewsbury SY3 7LU. Kennedy Black Wealth Management Ltd is registered in England and Wales, registered number is 07002559, registered office 1 Fore Street Avenue, London EC2Y 9DT. Sitemap | Privacy The company FCA reference number is 509644. This can be verified at the FCA Register