Articles

Edward Jones-Bateman Edward Jones-Bateman

What are the benefits of equities?

By understanding the fundamentals of equities, diversifying your portfolio, and adopting a disciplined investment approach, you can unlock the wealth-building potential of shares and achieve your long-term financial objectives.

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Edward Jones-Bateman Edward Jones-Bateman

Why is commercial real estate a good investment?

Commercial real estate presents a compelling opportunity for investors to build wealth, generate income, and diversify their investment portfolios. With its diverse range of property types, investment strategies, and potential benefits, commercial real estate remains a cornerstone of modern investment strategies.

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Edward Jones-Bateman Edward Jones-Bateman

What is private equity and why should I invest in it?

Private equity presents a compelling opportunity for investors to access a diverse range of investment opportunities and potentially generate attractive returns. With its long-term investment horizon, active ownership approach, and potential for value creation, private equity has become an integral component of institutional and high-net-worth investors' portfolios.

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Edward Jones-Bateman Edward Jones-Bateman

Investing in Private Credit/Debt

Let's explore the compelling benefits of investing in private credit/debt funds, including some which focus on first mortgages and their ability to provide stability amidst market volatility.

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Edward Jones-Bateman Edward Jones-Bateman

How to choose an investment advisor

With numerous factors to consider, from fee structures to investment philosophies, choosing a financial advisor can feel overwhelming. Drawing from my own journey in the industry, I've distilled key insights to help investors make informed choices when selecting a financial advisor.

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Edward Jones-Bateman Edward Jones-Bateman

How advisors get paid and choosing the right fee structure

Nothing aligns interests more effectively than a fee structure directly tied to investment performance. The 1% AUM fee model fosters a symbiotic relationship between advisor and investor, where our compensation grows alongside the client's portfolio. This alignment cultivates a shared commitment to achieving favourable outcomes, as both parties benefit from portfolio growth.

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