Bridging The Gap
Introduction
The UK investment market is largely served by one of two models: financial advice or DIY investment platforms. Vanquish bridges this gap, combining a range of expertly managed investment strategies with inclusive financial and tax planning support.
Advice
Financial Advice
Financial advisers come in many different shapes and sizes. Their role is to assess your circumstances and make personalised recommendations as to the most appropriate course of action and best products to achieve this.
They typically charge a percentage of your wealth, both upfront and on an annual ongoing basis, and on top of this you will also pay the normal product charges (funds, platform, discretionary management, etc.).
Whilst many are very happy with their financial advisers, common complaints include mistrust, difficulty assessing the good from the not so good, lack of transparency, high costs and failure to deliver any ongoing service.
Do-It-Yourself
DIY investment platforms have grown significantly in popularity over recent years as an alternative to financial advice. There are many different types, covering funds, ETFs, shares, managed portfolios, long term investing, short term trading, etc.
If you actively want to do your own research and analysis, make all your own investment decisions and have the time to properly monitor and amend your portfolios, platforms can be a good choice.
They are viewed more positively than advice, though complaints include difficulty in calculating the layers of charges, an overwhelming choice of investment options and a noticeable lack of any meaningful financial or tax planning support.
DIY Investment Platforms
Vanquish
Vanquish Asset Management
Vanquish has been designed to provide the best of both worlds, whilst removing the negatives and - importantly - adding what is so obviously missing.
You remain in full control of your investments, yet can have the research, analysis, stock selection, asset allocation and risk management all undertaken for you.
We also provide an unparalleled level of ongoing personal support, including a complete information and guidance service to assist with your financial and tax planning.
This all comes with an informative, educational and inclusive online forum, where your investment questions are answered and other like minded investors share insight and experiences.