Spring Clean Your Investment Portfolio

A diverse portfolio made up of different asset classes is vital to help protect against volatility and to give your savings the best chance to maintain growth.

But have you ever taken the time to really look at what your portfolio contains? What fees you are paying and how it is structured?

In our latest webinar, we will delve deeper into:

Why costs are the biggest drag on investment performance
The problems with commission-paying funds
How to check what your portfolio contains
Dedicated investment team or a financial advisor? The pros and cons
Structured Products - What, why and who?
The value of a diverse portfolio and exactly why it matters
Recent top performing funds, and why you should be careful of investing in them now

As we reach the time of year where you start to do a bit of decluttering, throwing out your excess junk that you outgrew years ago, join Jonathon Curtis and Paul Butler for their tips on how to give your investment portfolio a spring clean.

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Jonathon Curtis

Head Of Investments

Jonathon oversees Skybound’s investment strategy for group-wide assets of $1bn, and chairs our Investment Committee. He is responsible for all fund research and building investment portfolios that aim to deliver strong long-term returns. Jonathon is on hand to support both clients and Skybound advisers on investment matters wherever they are in the world.

Paul Butler

Senior Financial Planner

Having consistently being a top performer during his ten years in Dubai, and playing an instrumental role in the development of countless new starters in the region, Paul is one of our most senior Middle East advisers. The experience and knowledge Paul has gained during his time with Skybound Wealth, both as an adviser and as Training Manager is a priceless asset to Skybound Wealth’s Dubai office.