Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’

03/04/2023 39 min
Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’

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Episode Synopsis

In this week’s episode of The Advice Show, Puma Investments’ David Kaye and Joe Cornwall discuss the AIM-listed wealth firms they’re bullish on, why service comes before scale in financial services, and the risk/reward trade-offs in AIM investing.