Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Thread Tools Display Modes
Old 27.10.2020, 21:46
Forum Veteran
Join Date: Jul 2020
Location: Frick, Aargau
Posts: 1,161
Groaned at 27 Times in 23 Posts
Thanked 1,572 Times in 818 Posts
HickvonFrick has a reputation beyond reputeHickvonFrick has a reputation beyond reputeHickvonFrick has a reputation beyond reputeHickvonFrick has a reputation beyond reputeHickvonFrick has a reputation beyond repute
Re: Guardian Wealth Management

View Post
The fees are where these guys make their money. So they are not necessarily aligned with your goal of making you money.

I would suggest reading some of the FIRE literature out there, then read up about the contest set up by Warren Buffet: passive index fund with low fees vs actively managed hedge funds with high fees. I did this and am now looking at Vanguard Index Trackers with low fees.
Have you considered funds that are actively managed with a history of success and have low fees? Many active funds are very reasonably priced.

E.g. Scottish mortgage. Fees are 0.35%. Performance in the last year is over +100%. Way way outperforming any index.

Personally I don't like passive funds as I don't want to own bad companies. I have most of money invested with Bailie Gifford funds with a bit in Fundsmith and Smithson. The only problem has been that performance has been so good I am at a bit of a loss as what to do next. Probably a lot of Smithson.

Last edited by HickvonFrick; 27.10.2020 at 21:57.
Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Looking for help/advice starting a wealth management firm in Switzerland TimingIsEverything Business & entrepreneur 14 23.01.2017 12:57
How to get a job in private wealth management ? Capo Employment 23 16.02.2014 19:13

All times are GMT +2. The time now is 00:59.

Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2021, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0