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ROY WALKER WEALTH MANAGEMENT

Access proven investment strategies and products. Safely grow and protect your
wealth. Achieve your long term goals.






WELCOME TO ROY WALKER WEALTH MANAGEMENT

I work with international professionals, high net worth individuals, and
expatriates of all nationalities. I’m a financial expert who provides
independent unbiased advice, personal service, and with honest fees.



I work with clients all over the world. Specialisms: ● Evidence-based investing.
● Ethical, sustainable and Islamic investing. ● Multi-asset portfolio
construction. ● Fixed-income product analysis. ● Golden visas and citizenship by
investment.





WHY EXPERIENCED ADVISORS CAN BE MORE CAUTIOUS THAN YOU EXPECT

18/9/2023.  Cartoon courtesy of Glasbergen Cartoon Service . Because We Really
Don't Know It's more important for a finan...

By Admin

Labels: Behavioural Finance, Evidence-Based Investing, Investment Strategy



HERE’S £35 BILLION OF INVESTORS’ MONEY THAT UNDERPERFORMS THE BENCHMARK

28/8/2023.    The UK's Ten Largest 60%-80% Allocation Funds Control Over £35
Billion Of Investors' Money.  Every Single One Underper...

By Admin

Labels: Evidence-Based Investing, Investment Strategy, UK, Vanguard



TOP TEN CONCERNS AND PRIORITIES FOR HIGH NET WORTH INDIVIDUALS REACHING
RETIREMENT

26/8/2023.  Retirement.  The long-awaited golden years where all the hard work
(and smart investing) is supposed to pay off.  But for high ...

By Admin No comments:

Labels: Inheritance Planning, Investment Strategy, Retirement Planning, Tax
Planning



DOES THE UK’S BEST MULTI-ASSET BALANCED FUND BEAT THE BENCHMARK?

4/5/2023.   Nope.  Moreover, a DIY investor, holding one equity fund and one
bond fund, would have outperformed, for equivalent volatility. ...

By Roy Walker

Labels: Evidence-Based Investing, Investment Strategy, Rathbone



EXPAT WORKING OVERSEAS? FINANCES "ALL SORTED"?.. THINK AGAIN, IF YOU DON’T HAVE
CRITICAL ILLNESS COVER.

1/5/2023.   When I go through my bank statement each month, the most important
outgoing I check for is the premium for my critical illn...

By Roy Walker

Labels: Financial Planning, Inheritance Planning



SIMPLE SVB EXPLAINER, AND, SHOULD I MAKE CHANGES TO MY PORTFOLIO?

  16/3/2023.    Imagine you suddenly needed cash, a sizeable amount.  But the
only asset you hold is long-term – your house.  And worse, the...

By Roy Walker No comments:

Labels: Bonds and Fixed Income, In The News, Investment Strategy



WHAT’S GOING TO HAPPEN IN GLOBAL STOCK MARKETS?

  19/2/2023.   2022 was a bad year for global stock-markets.  Starting from a
peak of around 4800, the S&P500 (which represents about a ...

By Roy Walker

Labels: Economy, In The News, Investment Strategy

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EXPAT WORKING OVERSEAS? FINANCES "ALL SORTED"?.. THINK AGAIN, IF YOU DON’T HAVE
CRITICAL ILLNESS COVER.


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Nothing on this website should be considered financial advice of any kind.
Please consult your professional adviser before making any investment decision.
Any content on this site relating to tax matters is for general information
only, may not be up to date, and should not be considered tax advice of any
kind. You should consult a professional tax adviser regarding your specific
circumstances. Please read this Disclaimer.

Throughout my website, any noun or pronoun that implies gender is considered to
include all other genders.

Copyright © 2011-2020 Roy Walker. All rights reserved. Pleease don't steal my
content. If you'd like to re-use some of my material, please contact me - I'll
generally say yes and request only a simple attribution. Many thanks.



Copyright © 2023 Roy Walker Wealth Management. Please read the important
Disclaimer. All content presented for information only. Not an investment
recommendation of any kind.

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