Sophisticated Investor  

An individual or an institution that has significant financial market experience and knowledge capable of evaluating and understanding the merits and risks of a prospective investment.

charitable image

Be the first to hear our latest insights

Sign up to our regular newsletter, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time.

You can also connect with us on social media by clicking on the icons below. We are on LinkedIn and Twitter.