Call us on 0121 454 0910 or request a callback

Make an Enquiry

The Investment Committee - paddling hard beneath the surface

This issue is a short piece on how an Investment Committee works hard behind the scenes to make sure that client portfolios continue to remain robustly structured and likely to provide clients with the greatest chance of a successful investment journey. Often - after much analysis and discussion - that may mean making no changes.

Download Insight Issue

INSIGHT: Tilt, don't tinker

AcuityINSIGHT: Tilt, don't tinkerIn today’s markets, it can be tempting to react to headlines highlighting the concentrated performance of U.S. and technology stocks. However, history shows that market leadership shifts over time—this is not a new phenomenon. Rather than making significant changes in response to short-term narrativ

INSIGHT: The unseen screening process

AcuityINSIGHT: The unseen screening processWhile changes to portfolios may not always be frequent or visible, there is a great deal happening behind the scenes to ensure every investment is thoroughly screened and remains best in class. This issue offers a look at the rigorous process and attention to detail that underpin recommendations, an

INSIGHT: Avoiding the lure of past performance

AcuityINSIGHT: Avoiding the lure of past performanceThe financial world is not short of predictions on which market, sector or asset class will outperform. Whilst it can always be tempting to adjust a portfolio based on what has happened, or what others forecast, taking the long-term view and being well diversified, as always, remains the most pruden

Quick links

Contact us

T: 0121 454 0910

F: 0121 410 5619

Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

Barnett Ravenscroft Wealth Management is a trading name of Barnett Ravenscroft Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority and is Registered in England No. 4013532