Asset Allocation

Asset allocation is the lynchpin of our award-winning approach to investing, founded on Harry Markowitz’s Nobel prize-winning model.

Essentially, asset allocation is the art of knowing when to be invested in which asset classes, in which markets, and having the optimal percentage of each making up your personal portfolio. At all times we ensure that your investment portfolio is tailor-made to your unique investment objectives, time horizon, appetite for risk, income and capital requirements, and the existing market conditions.

As world-renowned research has shown, 92% of investment returns come from asset allocation, only 2% from market timing and only 6% from stock selection. Investing in the right assets, and diversifying your risk across asset classes, is fundamental to ensuring capital growth and wealth preservation for all of our clients over the long-term.

Send an Enquiry

Contact us about our services