Performance analysis can be a useful way to confirm what a manager is doing is sensible and they are working hard to do what they said, writes Gerard O'Reilly, as he outlines five considerations for doing this well
A long-term and disciplined investment approach means being able to live with returns both when they are disappointing and when they are strong - and not making rash decisions in either of those scenarios....
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'