Will Dickson

Avatar Chief Investment Officer Will Dickson is a Chartered Wealth Manager as part of the Chartered Institute of Securities and Investment (CISI) qualification scheme. This recognition was obtained following an MSc in Finance and Investment from the University of Exeter, and an Accounting and Finance BSc from the University of Bath. Will’s exceptional talent is recognised by CityWire’s Wealth Manager, having been named as one of the UK’s Top 30 investment managers under the age of thirty for the last three years. Will manages and oversees P1’s range of investment portfolios. Working with the Investment Team, Will shapes the investment policy and fund selection for our Passive, Hybrid and Ethical and Sustainable portfolios. In conjunction with managing the fund portfolios, he oversees and our AIM Inheritance Tax and Tier 1 Investment Visa equity portfolios. Will has joint written articles with P1’s Head of Research, Dr Rayer. Their article “Hypothesis: Risk, like Mass and Energy, can neither be created nor destroyed” featured in the CISI’s The Review of Financial Markets. In addition to contributing to articles with Dr Rayer, Will often delivers P1 CISI Endorsed lectures to Independent Financial Advisers. You can see Will’s take on weekly investment news here.


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费用,费用,费用! ​会不会这样?​​ 根据P1投资管理公司【简称P1】的市场调查,他们发现了向客户收取的平均管理费真太高并不合理。P1认为投资者不应该负担投资管理公司高成本。假如管理费太高则会减免投资回报。为符合客户的要求,P1关注员工和技术的贡献达成良好,有效和成本效益的解决方案。P1十分欢迎国际移民者来做投资移民。P1在投资移民市场占合理费用领导位置。 P1管理费分成两个部分,一分是投资管理费,二分是托管费。请看表格和图表。 基于70%FTSE100指数和30%英国国债投资组合,平均竞争对手年度管理费1.2%与P1年度管理费对比。年度管类费含有VAT (加值税) 投资5年时间 (2013年2月14日至2018年2月14日)P1投资组合回报是27.74%,竞争对手是22.63%。P1的优秀投资表现比竞争对手平均有102200英镑高额。可用此笔120200英镑付5年的私立学校的学费。简而言之,有一些投资管理公司占用孩子的学费。 *只要投资组合市值高于一百万英镑不需要付交易费 请注意这些投资表现对比是为说明性目的的。过去投资表现不意味着未来表现。

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