Active management,

passive investments

At Welsh and Taylor Wealth, we believe in combining the best of both worlds: the cost efficiency of passive investments with the strategic oversight of active management.

Our investment approach focuses on using predominantly passive investments and exchange-traded funds (ETFs). This helps reduce overall costs, allowing more of your wealth to work for you. However, our role doesn’t stop at selection - we continuously monitor and actively adjust your portfolio to ensure it remains aligned with your objectives and navigates market conditions effectively.

This philosophy ensures you benefit from a modern, cost-efficient investment strategy with the confidence of proactive management tailored to your needs.

  • Active

    The traditional way of investing where a fund manager or house actively select and manage securities with the goal of outperforming a market index or benchmark. Active funds typically have higher fees than passive funds due to management costs.

  • Passive

    Also known as tracker or index funds, this type of investment aims to mimic the performance of a market index or benchmark. They are run by computer algorithms instead of managers, and are generally cheaper than actively managed funds.

  • ETFs

    A bundle of assets grouped into a fund and listed on an exchange. They can track specific benchmarks or sectors and be traded during market hours, so you don’t have to wait for the market to close to buy or sell. Fees are generally lower than active and passive funds.