Presentation to IOM Society of Chartered Accountants

  • Date: 16/10/2014

We were delighted to be invited to hold an investment seminar for the Isle of Man Society of Chartered Accountants on the 16th October.

Tom Richards, Director, gave the presentation which was held at the Embassy Room in the British Hotel.

The seminar started with a global market update leading into a look through some of the advantages and disadvantages of a number of active and passive investment strategies. We looked at the impact on overall investment returns of tactical market timing, range bound trading and using actively managed collective funds compared to their passive market tracking alternatives.

Should you wish to talk to Tom about the presentation content please email him directly at