Smart ideas about wealth

Wealth management

Long-term requirements

With short-term requirements fully catered for, the long-term portfolio strategy can take full advantage of the higher returns associated with asset-based investments such as equities.

Our approach involves using:

  • An investment strategy based on your specific objectives and circumstances.
  • An asset allocation strategy derived from a psychometric test of your tolerance of, and aversion to, risk.
  • Globally diversified portfolios.
  • Passive institutional pure asset class funds for lower cost and more closely targeted market returns.
  • Regular review and periodic rebalancing within, and between, the elements of the portfolio.
  • Portfolio administration by experts in the field.
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Bloomsbury thoughts

"The investor ‘s chief problem - and even his worst enemy ' is likely to be himself"
Benjamin Graham, legendary American investor, scholar, teacher and co-author of the 1934 classic, Security Analysis