Investing for Wealth Managers, IFAs and Family Offices
A diversification and differentiation option for your clients
With continued market volatility, geo-political shifts and an evolving investor base with a more ‘mature’ and rounded attitude to risk, offering your clients alternative options to diversify their portfolios and protect their capital could be of great benefit.
A non-correlated, ‘safe haven’ asset with strong historical returns could represent a strong option for your clients – as long as they are open to a medium term, ‘buy & hold’ strategy for this portion of their portfolio.
You can see what David Troy, a senior, Jersey-based wealth manager says here.
Please note that whilst we do have a selection of investment products/wrappers – we can offer a bespoke service and more flexible options for Family Offices and HNWIs.
An academic and independent study by Elroy Dimson & Spaenjers in 2009 titled: ‘The Investment Performance of Collectible Stamps (1900-2008)’ concluded that stamps had, “an annualized return of 7.0% in nominal terms, or 2.9% in real terms… higher than those on bonds but below those on equities. (However) estimates of average after-cost returns for individual investors show that stamps may rival equities in terms of realized performance. Stamp returns are impacted by movements in the equity market, but the systematic risk of stamps remains low. Stamps partially hedge against unanticipated inflation…”
We provide all the expertise your client might need with you involved as much or as little as you need to be; ultimately, they are your clients and we will do what is right for you and them. We also have a generous referral commission (some of our intermediary partners pass this on to their clients).
Free Stamps and Coins Report
- Key benefits and risks and how to invest in the rare stamps and coins
- An overview of how to invest
- How rare stamps and coins can be used for portfolio diversification
- Analysis of various indices to track rare coin or stamp performance against mainstream assets