Younger clients, bigger horizons: The value of aggressive investing
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Younger clients, bigger horizons: The value of aggressive investing
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À propos de cet audio
On this episode of the ifa Show, Omura Wealth Advisers director Terry Vogiatzis joins host Keith Ford to dive into why aggressive, growth-focused investing, smart tax structures and customised portfolios can dramatically change long-term outcomes.
Vogiatzis argues that for many younger investors, the real risk is being too conservative for too long, rather than riding out volatility in pursuit of higher compounding returns, and why it is vital to adapt an investment strategy that recognises that these clients are providing consistent inflows.
Tune in to hear:
- Why the real risk is for younger clients is being too conservative for too long.
- How compliance and fee pressures are reshaping advice.
- Why customisation and tax efficiency are critical for higher‑earning younger clients.
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