Kitchens, Investment Committee & New Videos

As you may recall, we have the builders in at the moment as we’re extending our house and we have moved to a rental property.

It’s fair to say that the good old British weather is doing its best to delay everything, however the builders are a resilient bunch and have been ‘cracking on’ as much as possible.

Now 5 weeks in, the structure is going up and internal walls have been removed.

Last week’s task was to sort the new kitchen. Like any area one is not familiar with, all I can say is what a minefield!

Units, worktops, taps, sinks, appliances, etc, etc

It could be easy to get lost with it all, not to mention the time involved in deciding which items to choose / where to purchase from.

Fortunately my brother is a manager at one of the main DIY chains so he has been on the case, from the design to the selection of the items.

Thanks bro!

And our new baby is due any day, so the next time I write there’ll be 4 of us in the Prince household

On the work front, the Rutherford Wilkinson Investment Committee (IC) met recently. Whilst clients tend to only see the results (their portfolio) of many years of research and IC meetings, you may be interested in knowing what goes on behind the scenes.

The latest agenda was:

1. Ensuring Model Portfolios match Finametrica Scores
2. Capacity for loss discussions with clients
3. Investment Philosophy document
4. Property
5. Other possible changes to portfolios
6. Preferred Platforms
7. Implementation of any changes

We’re also putting the finishing touches to 2 educational videos, which will be available very soon. They have been created in response to the results of the recent survey that you may have completed.