Boutique international insurance Broker La Playa has appointed chartered wealth manager Henry Metcalf (Chartered MCSI PCIAM) to its financial services arm - encouraging clients to see the bigger picture, with insurance as integral to their financial planning.
Henry Metcalf has joined La Playa from OCM to head up La Playa Wealth, as Partner and Investment Manager. An experienced wealth manager, Henry offers financial planning, estate planning, investments and pensions and family protection for private clients and charities. He has an in-depth understanding of the financial markets and extensive experience running both multi-million pound funds and portfolios.
Having worked both for boutique investment firms and as a global asset manager, he has Investment Management and Stockbroking in his veins. A member of the Chartered Institute of Securities & Investments, he provides a safe, strategic pair of hands for funds, and holds exceptional customer experience at the heart of his values. Henry is a devoted family man, a guitarist and something of a ‘petrol-head’; his spare time is spent with his wife and 2 young children, playing the blues and car–watching.
One of the issues Henry aims to tackle with clients is the pitfalls for investors in choosing ‘active’ over ‘passive’ investment strategies*.
“It’s easy to see how the word ‘active’ gives all the right messages to an investor”, says La Playa’s Henry Metcalf. “But in fact, investors are frequently getting short-changed by the lure of this word, and ‘passive’ investments can often yield a higher return on your money.”
“Some sectors are more suited to active management – commercial property, technology, or smaller emerging market economies, where expert knowledge can arguably seek out value. But on the whole, my view is that Asset Allocation is key, and being in the right asset class at the right time is what is important, not the past performance of a fund manager who is having a good run.”
If you’d like advice on your investment portfolio, contact Henry Metcalf on 01223 200650, or email firstname.lastname@example.org.
This document does not represent financial advice and you should seek independent financial advice before making any investments. The value of your investments can fall as well as rise and you may not get back the full amount you invest, whether investing in an active of passive style.
* See note for editors below
La Playa Wealth: Investing with Intelligence®
Press information and photographs: Juliet Allan, Marketing Director
T: 01223 200658 E: email@example.com
Notes for editors:
T: 01223 200650 E: firstname.lastname@example.org
Juliet Allan, Marketing Director
T: 01223 200658 E: email@example.com
La Playa Financial Management
La Playa Financial Management LLP is a limited liability partnership registered in England and Wales, number OC347200, and is an appointed representative of La Playa Ltd which is authorised and regulated by the Financial Conduct Authority. The registered office is Merlin Place, Milton Road, Cambridge, CB4 0DP.
Passive versus Active Fund Management
Henry Metcalf has written an interesting article highlighting how many investors could be making a mistake in opting for Active instead of Passive Fund Management. If you would like to run this article or for more information, contact: firstname.lastname@example.org.
La Playa Financial Management is the sister company of insurance broker La Playa Ltd, and offers independent, ‘whole of market’ wealth management. We can help you chart a lifelong course, setting goals and providing financial planning and tax-efficient wealth management to make things happen. We will take time to understand what’s most important to you - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we can help you work out how to get where you want to be in life, finding the balance between saving for tomorrow and living for today.
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