Thought Piece

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this final piece, he considers the circumstances in which it may be worth changing investment manager, and when it may be better to stay the course.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this fourth piece, he looks at why choosing an appropriate benchmark matters and how it can help both clients and investment managers make better decisions.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this third piece, he explores what investment risk really means and why it is worth looking beyond the questions in a standard Client Risk Questionnaire.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this second piece, he considers the importance of the relationship with the individual responsible for managing the investments.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this first piece, he looks at one of the starting points: whether to take an active or passive approach to investing.

In a world where automated portfolios and investment through large technology platforms is increasingly common, bespoke investment management continues to offer a compelling proposition for individuals and families seeking a more personalised and thoughtful approach to investing. This piece sets out the reasons why many clients choose a bespoke approach: a combination of economic rationale and human motivations that, taken together, form a powerful case for personalised inve

This piece explores why many investors choose an active approach grounded in fundamental research, long‑term thinking, and thoughtful customisation. It does not predict future returns or imply that active management is inherently superior. Instead, it outlines the considerations that often make a personalised active strategy more aligned with an individual’s objectives, risks, and financial circumstances.