In the press

For any press enquiries or for comment, please contact: Philip Dragoumis, Director & Independent Financial Planner

25 Jul 2022

Philip is in the “hot seat’ with David Bell, founder of the PCD club

Philip is in the "hot seat' with David Bell, founder of the PCD club.

30 Mar 2024

Thera Wealth’s Philip Dragoumis in an interview with the FT Adviser.

Planning and getting to know your client should always come before the investment conversation, says Philip Dragoumis, founder of Thera Wealth Management.

20 Mar 2024

Advisers mixed on emerging market allocation

Commenting on his approach to emerging markets, Philip Dragoumis, director and owner at Thera Wealth Management, said the company held around a 10 per cent allocation to emerging markets within the equities portion of its client's investments and zero in bonds. “This is pretty much in line with the global indices. We use emerging market equity index funds,” Dragoumis added.

20 Mar 2024

Is it time to dump global trackers?

Philip Dragoumis, director at Thera Wealth Management adds that the market often goes through concentrated periods. “Throughout the last hundred years there have been many times when the market has been concentrated around one group of stocks, or one geography or one sector,” he says “Global Index returns have not been the worse for it.

21 Feb 2024

Waiting for the US to cut rates first, risks destroying the UK economy

“Waiting for the US, which is booming, to cut rates first, risks destroying the UK economy. “Rates need to be cut now before it’s too late." said Philip Dragoumis, Director of Thera Wealth Management.

17 Feb 2024

Half of advisers to increase allocation to private assets

Philip Dragoumis, director and owner of Thera Wealth Management, said: “For us, private assets should only be really considered (and then for a small allocation) if clients have net investable assets of above £10mn pounds.

26 Nov 2023

Bond Market is attractive even if “risky”

If things go "completely pear shaped in the global economy, you are still being paid handsomely to wait to find out" said Philip Dragoumis, Director at Thera Wealth Management.

19 Sep 2023

UK equities in client portfolios

Philip Dragoumis, director and owner at Thera Wealth Management, said: “As we run an evidence-based investment strategy for clients, we believe that the sum of all global capital flows should determine client geographical allocations. “UK equities currently make up around 3.8 per cent of the FTSE All world index - hence this is also our preferred allocation for the equity portion of client portfolios. “Any increase to this weighting means that we are making an active bet that the UK market will outperform the rest of the world. We don't believe we have enough of an edge to make this call and we would argue that the evidence suggests nobody else does either.”

27 Apr 2023

Advice on catching up with pension contributions

Philip Dragoumis, independent financial planner said " The self employed are at a disadvantage as they don't have structured pensions plans with employer contributions"

12 Apr 2023

Could falling US inflation allow the BOE to reverse rate hikes?

Philip Dragoumis, owner of wealth manager Thera Wealth Management, commented: "Inflation is a 2022 story and not just in the US but also in the UK and Europe. Interest rates have been hiked so much that banks are going bust. The issue now is growth, or rather the lack of it. All the indicators are pointing to growth slowing and even a possible recession. The central banks can either start acknowledging this now, or just make it worse by continuing to hike."

17 Mar 2023

Watching portfolios too closely leads to mistakes, IFAs say

The frequent checking of accounts can lead to mistakes , said Philip Dragoumis , owner of London-based Thera Wealth Management.

15 Mar 2023

Spring Budget 2023- LTA Scrap “could see more people turn to IFAs”

Thera Wealth Management owner Phillip Dragoumis said it was "a real positive" that pensions rules were getting simpler, adding: "Overall, this was a very impressive budget."

22 Feb 2023

Short duration bonds most popular with financial advisers

Philip Dragoumis, director and owner at Thera Wealth Management, said the firm's approach to fixed income depended on the client, their investment term, objectives and their risk tolerance. He added: "We believe in duration matching so clients who are happy with some volatility and are investing long-term in their pensions can be certain of the yields they can achieve and that returns can at least match or beat inflation.

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