Knowitall.ch has teamed up with David Cooper, Director of Fund Advisers Europe, to provide you with the latest financial news and offer some useful tips for managing the financial “issues” in your life. David has over 20 years’ experience growing wealth management brokerages throughout Europe, the Caribbean and Latin America. The primary objective of his role at Fund Advisers is the creation of growth in Fund Advisers Europe and its client portfolios via its’ Discretionary Fund Management service.
Visit the Fund Advisers website for more information at www.fundadvisers.eu.
One of our best performing funds within our portfolios is the Coral Student Portfolio.
The Coral Student Portfolio is a managed liquidity fund which targets sustainable returns of 8-10% per annual net. It’s the most diversified student accommodation portfolio in the sector and provides a valuable benefit package for all its investors. Coral offers the first fund-of-funds in this dynamic and ever growing asset class. Investors are provided with access to funds generally only available within an intuition.
Fund Managers John Kennedy and Lawrence Frampton confirm that
“A key element of our Fund’s investment strategy is to target locations offering the best value over a period of time. Their structure lends flexibility in selecting the best opportunities in this popular asset class. This market is maturing and investors focus must be on location and operator pedigree with an emphasis on top-tier universities.”
By David Cooper, Fund Advisers Europe
Plan for the future—that’s where you are going to spend the rest of your life!
Regardless of your age, retirement planning is essential in order to be prepared and comfortable in the golden years of life. Systematic and early retirement planning can reduce your financial burden during the post retirement years and help you plan for a carefree and financially secure post retirement life.
Expatriates are Vulnerable
Expatriates are vulnerable when it comes to saving for retirement. For an expat to be eligible for a state pension, they have to pay into it. But if they then move location they risk losing their contributions in the previous country. You can only take 25% of a UK pension as a UK tax-exempt lump sum; and on your death, the residual value of a UK pension is passed to the State rather than to your heirs.
How do I start planning for my retirement?
The sooner you start to plan and save, the more you will eventually have to retire with and the sooner you can stop worrying about your future. Decide how much income you require to live comfortably in your post-retirement years, determine how much you need to save regularly, starting today, to have the right amount. Then select the right retirement plan, which will help you meet your post-retirement requirements.
By David Cooper, Fund Advisers Europe
Educate Your Children – Invest in Their Future
Every parent wants to give their children the best possible start in life - but the prospect of funding a child's education right through to university can be daunting. However, with careful planning and good advice, you can make your money work for you to educate your children the way you want to.
How do private and state schools compare?
There are no clear-cut answers or conclusions. State schools have their advantages and disadvantages. Private schools offer an alternative. Which works best for you? Some comparisons between state and private schools can be: what is the curriculum, admission standards, accountability, accreditation, graduation rates, cost, discipline and teacher certification.
By David Cooper, Fund Advisers Europe
Another European Summit happens this week in an attempt to find an answer (again!) to the Eurozone crisis of confidence.
It appears we shall see Germany pushing for greater degrees of Fiscal Union, as a trade for their continued support of the Eurozone failing economies. At the moment Germany is the only thing standing between many of the indebted countries and bankruptcy.
Ms Merkel would have Germany, the EFSF and the European Central Bank, support the failing economies, allowing them to remain liquid, able to raise funds from Sovereign Debt whilst implementing austerity measures to reduce deficits. Measures Germany would want agreed under the Fiscal Union – moving Europe closer towards becoming the ‘United States of Europe’.
Perhaps to understand how this has come about, it is better to look at why the Eurozone, in its current guise, has failed.
By David Cooper, Fund Advisers Europe
Bond yields are rising to record highs.
European leaders suspend aid to Athens.
Greece staggers closer to default before the year end.
France and Germany stand united, issuing ultimatums to the Athens parliament to decide on the future of their membership of the Euro.
These events have led to financial institutions, down to private retail investors losing confidence in European based investments – both bonds and equity.
Conflicting statements from the Greek leaders regarding their intentions and wishes around membership of the Eurozone, are prolonging the uncertainty and with MP's resigning from the ruling party, their majority has been cut to just one.
Yesterday's announcement that the referendum was to be cancelled brought some relief, however can this be considered a long term situation, or should we expect a further change from Athens?
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