Published by Pearson, coming February 2027
Clear, honest and practical, Big Small Money translates the strategies of major financial institutions into lessons you can use in your own financial life.
Pension funds and insurance companies use some of the most sophisticated and innovative strategies in finance, and in the more than twenty years I’ve worked in institutional investment I’ve been privileged to work with some of the smartest people in financial services, including leading fund managers and investment consultants.
In Big Small Money you’ll learn about the investment techniques used by these fascinating institutions and how to apply these to your own financial goals, whether that’s planning for retirement, paying off a mortgage or helping to pay for your children’s education. Along the way we’ll explore some of the most important and yet least well understood parts of our financial system, whose decisions affect the financial wellbeing of all of us.
Sin #1: Disregarding your time horizon
Sin #2: Neglecting the team
Sin #3: Taking too much unrewarded risk
Sin #4: Failure to know thyself
Sin #5: Assuming that leverage is always bad
Sin #6: Paying too much
Sin #7: Not investing at all
“This is a must-read book for anyone who wants to learn the skills used by the industry’s biggest investors and apply them to their own thinking. Jonathan takes his years of experience and simplifies it down to be applicable for those more engaged in improving their own financial skills.'”
– Dan Morris, Head of Investment, Public Markets, Schroders
“At a time when too many are struggling with financial confidence, this book stands out by opening up the world of investing with clarity, honesty and real-world relevance. Jonathan skilfully equips readers with the tools and confidence to make smarter, more informed decisions.”
– Juliet Gouldman, Head of Strategic External Engagement at Barclays
READ MORE PRAISE FOR BIG SMALL MONEY HERE ►