Innovative wealth management services

As specialists in wealth management, Goldsmith Invest utilises technology and research from Nobel Prize winning academics to create low cost global portfolios. 

By adopting this approach, we are able to significantly reduce our fees below industry standard rates; passing those savings onto you. 

With less financial industry fees to pay, you’re left with more funds to invest which, when compounded over time, can lead to greater returns.

Personal wealth management

At Goldsmith Invest, we believe in managing your money in a way that best suits your financial expectations, your needs and your lifestyle aspirations. That’s why we provide a personal one–to-one private wealth management service that responds to your unique needs. There is no one size fits all approach to the financial advice we provide you with.

Whatever your personal financial aspirations are, there is one prominent objective that unites investors the world over… and that is to achieve the greatest return on their investment, within the risk parameters they are prepared to take with their money.

Our lower than average industry fees leave you with more of your funds to invest.

Cards on the table time. I have a strong dislike for British financial services companies. Ever since the Equitable Life debacle I’ve viewed them all with huge scepticism. Recent experience has proved that nothing much has changed and that the entire industry is a self-serving shambles. Fortunately my point of view is supported by the author of this book. My dilemma is this: How do I make plans for my retirement without having to resort to a large financial services company that’s going to screw me for every £ I want to put aside for a rainy day?

To my delight, this book appears to understand my predicament. Not only am I understood, I’m catered for. Marvellous. I’m used to financial and investment texts being dry, boring and full of caveats. None of that appears in this book. It speaks in a language I can understand and it deals with things from my perspective. It seems to help that the author is almost as anti the financial establishment as I am.

As I skimmed through the book initially I found myself stopping for the little exercises – actually completing them – and then quietly realising that I had learned something not just new but extremely useful. I don’t think you can expect to get all the answers in a book of this size, but it certainly gives me the confidence and a basic understanding to take some steps towards getting this important life skill right.

Book Review