Investors losing out Due to Inadequately Diversified Assets

Recent figures have shown that over the past decade that the Portfolios of many Investors have consistently been underperforming. While this could be explained by a global recession, some Private Investment Firms and Professional Portfolio Management Groups have managed to get rates of return that far exceed the market average.

London, UK (Pryce Warner International Group) April 14th, 2011 – The main reason for this is that Investors often fail to properly Diversify their funds from both a global & currency perspective.

Many firms and private investors also ignore the fact that true Diversification goes beyond the basic asset classes i.e. Stocks, Bonds and Cash.

The broad asset classes are merely one way in which you can Diversify your assets; a genuinely Diversified Portfolio involves Diversifying in a number of ways and properly allocating your Investments.

Expats are in a particularly strong position to Diversify due to the ease with which they are able to move their sources of income and pensions into pre-diversified tax wrappers e.g. QROPS and QNUPS.

Within these structures they can hold a wide variety of assets whilst at the same time obtaining very significant Tax and Estate Planning Advantages, which allow them to enjoy lower tax rates and are often protected from inheritance tax.

Expats should ask themselves:

• To what degree are my Assets Diversified?
• What Diversification options are available to me as an Expat?
• Are my Assets shielded as much as possible from taxes?

David Harra, a Senior Market & Investment Analyst with Pryce Warner International Group, a Respected Financial Services Group who are specialists in the Provision of Pension Plan Management for Expatriates Worldwide commented: “Even experienced investors often fail to properly diversify their assets from both a global & currency perspective.

Pryce Warner International Group ensure that Investment Selection coupled with Global & Currency Diversification provide Protection of Capital, Consistent Long Term Growth of Client Portfolios allowing excellent levels of income in the currency of their choice. This protects the client portfolio from the adverse effects of currency movement relative their chosen location.

Leaving assets in British Pounds whilst living, for example in Europe, has resulted in many British Expats being forced to abandon their chosen country of retirement & return to the UK. Intelligent Portfolio Management protects investors from finding themselves in this situation."

Pryce Warner International Group provide International Asset & Investment Management, Independent Financial Advice & QROPS Overseas Pensions.

-------------------------------
By: Aneil Fatania
Financial Editor
Pryce Warner International Group
For any corrections of factual information contained within our news items please contact our editor.
Email: af@prycewarner.com
Skype: newsdesk-pwi
Telephone: U.K.- +44 20 3364 5016 or Monaco - +377 97 97 29 22