Welcome to the eleventh issue of Wealth & Finance International Magazine, which is dedicated to providing fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment landscapes.
This month we have a keen focus on wealth management firms from all corners of the globe. October proved a challenging and incredibly volatile month for stocks on the back of an otherwise stable third quarter, though markets have – for the most part – have since recovered. Regardless of what the rest of the month holds in store, we wanted to celebrate the work of wealth managers worldwide who have achieved exceptional results for their clients, despite difficulty and uncertainty.
First up is O’Connor Portfolio Management who have differentiated themselves through a focus on risk management and compound interest, avoiding mutual funds and annuities – the usual tools in a wealth manager’s arsenal. We spoke with Catherine O’Connor, an Accredited Portfolio Management Adviser, to find out more about her company’s unique approach to wealth and asset management.
Also in the issue, we spoke to Darren McMahon, Partner of DLM Wealth Management. Named the ‘Most Innovative Financial Advisory Firm in the United Kingdom’ in Wealth & Finance’s Winners Review programme, we were eager to see how they have adapted to the changing role of ‘The Client’ – who, over the last few years, have become active participants and partners of their investment choices.
At Wealth & Finance Magazine, we sincerely hope that you enjoy reading this month’s issue and look forward to hearing from you.
Laura Brookes | Editor