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🎙️ New Podcast Alert!   George is joined by Joe Bunting and Christoph Weidebach from TELLSONS INVESTORS LLP for an insightful discussion on the challenges specialist fund managers face in today's rapidly consolidating industry.   💡 Tune in as they unpack:   Active vs. Passive strategies Value vs. Cost debates And much more!   Don’t miss this compelling conversation full of expertise and fresh perspectives.   🎧 Listen now! https://lnkd.in/dsNtiT9d   #Podcast #Investing #FundManagement #ActiveVsPassive #Finance #InvestmentStrategies George Ladds Money Wise UK®

We thank George at MoneyWise for a really useful and timely insight into our business and the Endeavour fund…here’s the link to the podcast, 45 minutes or so of Christmas surprise CPD that might come in handy. https://lnkd.in/g_5x3kr6 Wishing you all the best for Christmas and the New Year.

𝗘𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝗟𝗮𝘂𝗻𝗰𝗵 𝘁𝗵𝗲 𝗤𝘂𝗮𝗻𝘁𝗤𝘂𝗮𝗹 𝗠𝗼𝗻𝗲𝘆 𝗪𝗶𝘀𝗲 𝗨𝗞 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! We’re thrilled to introduce the 𝗤𝘂𝗮𝗻𝘁𝗤𝘂𝗮𝗹 𝗠𝗼𝗻𝗲𝘆 𝗪𝗶𝘀𝗲 𝗨𝗞 𝗣𝗼𝗱𝗰𝗮𝘀𝘁, a platform where we discuss various topics, primarily focusing on 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀. In today’s world of polarised opinions, we aim to stand apart by championing an ethos of 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴. We offer thoughtful insights and balanced discussions for listeners who value clarity and perspective. Listen now on: 𝗦𝗽𝗼𝘁𝗶𝗳𝘆: https://lnkd.in/eay9vR_Y 𝗖𝗮𝘀𝘁𝗯𝗼𝘅: https://lnkd.in/eATj-gg3 We’ve got fascinating episodes lined up for 2025, so join us on this journey as we explore fresh perspectives and meaningful conversations in the world of investments. #PodcastLaunch #Investments #IndependentThinking #FinancePodcast #QuantQualMoneyWiseUK

Take a look at our key information page. You will find a rich source of information from due diligence documents to details on our flagship portfolios. We are not just another research house. We can help with your CRP, anti green washing and much more. We are also independent thinkers. We understand that no one solution is the perfect answer so we take time to craft solutions which fit around your business. Our team is unique in that we have experience from marketing to investment research and so much more. Your business is our business. We have worked in insurance companies, run financial planning practices and developed direct to consumer investment propositions. Get in touch if you would like to learn more about us. We would love to hear from you. https://lnkd.in/et27tdtc Matthew Dewsnap CertPFS IMC Gillian Lamb Jon Baker George Ladds Manisha Kashyap Money Wise UK®

Active vs Passive Investing: What’s the Right Approach for Your Clients? The debate between active and passive investment strategies is one of the most enduring in financial planning. But when you cut through the noise, the decision often boils down to one question: What aligns best with your clients' goals and your value proposition? 📊 The case for passive: Low costs and simplicity. Removes emotional pitfalls like market timing. Consistent evidence, such as the SPIVA report, showing many active funds underperform over time. ⚙️ The case for active: Access to niche strategies and specialised expertise. Potential for real ESG exclusions or sustainable impact. Customisation for income generation in complex markets. The reality? There’s no one-size-fits-all answer. A balanced approach, blending strategies to suit different client needs—whether for growth, income, or sustainability—is often the best solution. 💡 Key takeaway: Focus on your clients, not the noise. Your value lies in understanding their goals and selecting the right strategy to meet them—not just chasing data trends. What’s your approach to this debate? Let’s discuss. 👇 https://lnkd.in/eWcq45M9 #InvestmentManagement #FinancialPlanning #ActiveVsPassive #ESGInvesting #IndexFunds #PortfolioManagement #WealthManagement #ClientFirst #IncomeStrategies #SustainableInvesting #FinancialAdvice Money Wise UK® George Ladds

🚨 Chasing the Market: The Dangers of Following Hype 🚨 Markets can be a tempting playground, especially when they're booming. But are you exposing your portfolio to unnecessary risks by following the hype? The US stock market, dominated by the "Magnificent Seven" (Meta, Apple, Microsoft, Google, Amazon, Tesla, and Nvidia), shows signs of being in bubble territory. Insider selling, profit-taking, and sky-high valuations are flashing warning lights. 📉 Bubbles don't last forever. The fear of missing out (FOMO) often leads to costly mistakes. Instead, focus on what works in the long run: ✅ Diversify globally – Look to emerging markets, resilient European markets, and overlooked sectors like healthcare or renewables. ✅ Understand your portfolio – Know what you're holding and why. ✅ Stay disciplined – Avoid speculative risks and prioritise steadier growth strategies. History shows that prudence beats panic every time. 🌍 Let's not chase bubbles—let's build something sustainable. What’s your strategy to navigate the current market risks? Share your thoughts below! 👇 https://lnkd.in/ep-4fJgV #Investing #MarketBubbles #Diversification #InvestmentStrategy #FinancialPlanning #WealthManagement #GlobalMarkets #EmergingMarkets #FOMO Money Wise UK® George Ladds

𝗡𝗲𝘄 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗔𝗹𝗲𝗿𝘁! Really enjoying getting the opportunity to talk to interesting people. For my latest podcast I talk to Joe Bunting and 𝗖𝗵𝗿𝗶𝘀𝘁𝗼𝗽𝗵 𝗪𝗲𝗶𝗱𝗲𝗯𝗮𝗰𝗵 from TELLSONS INVESTORS LLP . Really 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗼𝗻 𝘁𝗵𝗲 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 𝗳𝘂𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗳𝗮𝗰𝗲 in today's rapidly consolidating industry. Tune in as they unpack: • 𝗔𝗰𝘁𝗶𝘃𝗲 𝘃𝘀. 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 • 𝗩𝗮𝗹𝘂𝗲 𝘃𝘀. 𝗖𝗼𝘀𝘁 𝗱𝗲𝗯𝗮𝘁𝗲𝘀 And much more! Don’t miss this compelling conversation full of expertise and fresh perspectives. Listen now! If you enjoy it, please share! https://lnkd.in/dsNtiT9d   #Podcast #Investing #FundManagement #ActiveVsPassive #Finance #InvestmentStrategies Money Wise UK® QuantQual Ltd

Mixed emotions. Delighted but sorry to say Southampton has reached capacity. What a 24 hours! Thank you to everyone that messaged us. We managed to extend the room once but I’ve been warned against adding more names. If it’s not too far to travel, we do have a breakfast at the luxurious Penny Hill Park on the same day. DM me for details, for a 1-2-1, or even to be popped on the reserve list.

🚀 Website Revamp Alert! We’re excited to unveil the refreshed QuantQual website, designed with care within the Wix framework. Here’s what’s new: 🌿 Imagery with Purpose: We’ve embraced calm landscapes throughout the site to symbolise partnership and the ease we bring to financial planners. We've incorporated abstract data visuals for brochures, guides, and fund ratings to maintain a professional yet engaging tone. 🔍 Content Redefined: A clean, white background emphasises our values of simplicity and transparency, ensuring the site is easy to navigate and rich in information. 📚 What’s Inside? Media Resources: Access podcasts, blogs, and our first quarterly update. Information Portfolio: Explore our comprehensive fund research. Events Page: Stay tuned as we hit the road in 2025 with a fresh approach to events featuring fund houses and valuable insights. Please take a look and let us know what you think! 💻 https://lnkd.in/eg5bH7Uh Money Wise UK®George Ladds #WebsiteRevamp #FinancialPlanning #InvestmentResearch #QuantQual #Podcasts #Transparency #FinancialAdvisers #Simplicity #OnTheRoad2025 #FundResearch

🌍 5 Geopolitical Questions to Watch in 2025 🌍 The world is facing new complexities in 2025. Here are five pressing questions that could shape the year ahead: Will Global Cooperation Improve? High geopolitical tensions are impacting trade, security, and climate initiatives. Will we see renewed collaboration or further fracturing? What’s Next for U.S.-China Relations? As the two superpowers diverge in their priorities, their relationship could impact everything from technology to global supply chains. Will Trade Policies Shift? Nations are increasingly leaning toward self-reliance, reshaping global trade. Could this protectionism disrupt the benefits of interconnected markets? How Will Energy Transitions Unfold? Fossil fuels are still essential in many economies, so balancing energy security and sustainability will be challenging. What Will Be the Impact of New Alliances? As nations strengthen regional alliances, these dynamics will influence power structures and economic stability worldwide. The year ahead will demand agility and strategic foresight from governments, businesses, and investors alike. Staying informed on these trends will be crucial as they could significantly impact markets and economies. https://lnkd.in/e7y3q3cW #Geopolitics #GlobalTrends #USChinaRelations #EnergyTransition #TradePolicy #WorldEconomy #GlobalCooperation #EmergingMarkets #FutureOfWork #InvestmentInsights Money Wise UK®George Ladds