http://www.citywire.co.uk/wealth-manager/can-bespoke-wealth-management-be-scalable/a483592?ref=wealth-manager-latest-news-list
David Lough, chairman of Heartwood Wealth Management, argues that over the past 25 years advances in technology and thought have been applied to investment management, helping to create economies of scale.
Speaking at the CISI Wealth Management Conference, Lough said: ‘What I want to suggest to you is that the story of the past 25 years has been the application of thought and technology and through this there has been scaling into investment management solutions.
One of the big mistakes people do is to invest in stocks when the market is doing well and pull out during a bear market.
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