Welcome to Roy Walker Wealth Management

I work with international professionals, high net worth individuals, and expatriates of all nationalities. I’m a financial expert who provides independent unbiased advice, personal service, and with honest fees.

I work with clients all over the world. Specialisms: ● Evidence-based investing. ● Ethical, sustainable and Islamic investing. ● Multi-asset portfolio construction. ● Fixed-income product analysis. ● Golden visas and citizenship by investment.

This Linear Regression Chart is Flashing Red

This Linear Regression Chart is Flashing Red

  30/6/2024.  Reversion to the Mean is an Actual Thing.  Check your Asset Allocation?   Mean reversion is the theory that prices tend to ret...

Homer Simpson Explains The Real Reason Why Passive Beats Active

Homer Simpson Explains The Real Reason Why Passive Beats Active

13/3/2024.   It's absolutely true that keeping portfolio costs low is important. However there is more going on to explain why...

Here’s Another $72 Billion of Investors' Money that Doesn’t Beat the Benchmark

Here’s Another $72 Billion of Investors' Money that Doesn’t Beat the Benchmark

14/2/2024.  14th Century Philosophy Helps Understand Why. I Have A Question For You Imagine you have to make a car journey in the shortest ...

Why Experienced Advisors Can Be More Cautious Than You Expect

Why Experienced Advisors Can Be More Cautious Than You Expect

18/9/2023.  Cartoon courtesy of Glasbergen Cartoon Service . Because We Really Don't Know It's more important for a finan...

Here’s £35 Billion of Investors’ Money That Underperforms The Benchmark

Here’s £35 Billion of Investors’ Money That Underperforms The Benchmark

28/8/2023.    The UK's Ten Largest 60%-80% Allocation Funds Control Over £35 Billion Of Investors' Money.  Every Single One Underper...

Top Ten Concerns and Priorities for High Net Worth Individuals Reaching Retirement

Top Ten Concerns and Priorities for High Net Worth Individuals Reaching Retirement

26/8/2023.  Retirement.  The long-awaited golden years where all the hard work (and smart investing) is supposed to pay off.  But for high ...

Does the UK’s Best Multi-Asset Balanced Fund Beat The Benchmark?

Does the UK’s Best Multi-Asset Balanced Fund Beat The Benchmark?

4/5/2023.   Nope.  Moreover, a DIY investor, holding one equity fund and one bond fund, would have outperformed, for equivalent volatility. ...