Wealth Management
The art of successful investing is based on these fundamental principles:
Diversification
Diversification across multiple asset classes (such as bonds, equities) and across countries is a key investment philosophy for us.
The origins of diversification within
the context of investing, lie in
the work of Nobel Prize winning
economist Harry Markowitz. He
described diversification as the
only “free lunch” when seeking
investment returns, but the concept
has been around for hundreds of
years in other domains of life.
The good old saying “don’t put all
your eggs in one basket” apparently
has its origins in the Spanish novel
Don Quixote. This was first published
in 1605, and is considered one of the
most influential works of literature
from the Spanish Golden Age.
Diversification is as powerful today as
it was in the Spanish Golden Age! It is
indeed one of the few timeless
investment strategies
Time in the Market
Investing is a long-term game. And
from time to time, the investment
markets experience a period of
decline. It’s important that you stay
invested during these unavoidable periods.
Past performance has shown us that each market decline is followed by a recovery which exceeds the previous decline, both in terms of cumulative return and duration. While historic data is not a predictor of future returns, it offers valuable insights
into the cyclical nature of markets.
Markets will inevitably experience
declines but it’s important not to panic
and exit the market when these crises
arise.
Understanding Investing
We’ve been managing investments for our clients for 30 years and we take pride in sharing the experience we’ve acquired.
Investment Philosophy
It is our fundamental belief that the markets work. We focus on an evidence-based approach, supported by decades of scientific evidence and independent research to create a portfolio to meet your needs.