James Baxter on deep cleaning a portfolio of investments

Moira O'Neill of Investors Chronicle asks James Baxter of Tideway Investment Partners what ideas he has to begin a deep clean of a portfolio of investments held by a 76 year old investor called Keith holding a long list of investments spread over 50+ holdings. Taken from the 'Personal Finance Podcast' recorded on the 17/07/2015. Deputy Personal Finance Editor, Leonora Walters was also on this show.

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Investors Chronicle
Wednesday 5 August 2015

Tideway Investment Group comprises the following entities: Tideway Investment Partners LLP and Tideway Wealth Management Limited. Tideway Wealth Management Limited is an appointed representative of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214.

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