Tag: transparency
Hayley Carr

Are You Faking It?

  Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation with friends or colleagues, or perhaps it was even … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part II)

In my last post, I introduced a thought experiment: what would be the ideal situation for the investment of your family wealth if you had started a generation ago, and what lessons can we learn from that experience? My answer … Read More →