Wealth Management

DNA WEALTH CONCIERGE

Tailor-made Approach

INSIGHT, CLARITY, TRANSPARENCY AND INTEGRITY ARE EMBEDDED IN OUR DNA

There is no such thing as the right investment solution for everyone. What will suit you depends on your own objectives, time-frame and risk appetite. It's crucial that your approach is tailored for you and considers all objectives related to liquidity, tolerance to losses, yield, and so on. With the majority of investment managers, your personal objectives are not factored in, and typically managers define returns into relative benchmarks and packaged products that are not specific to your needs.

What remains important to us is helping you decide what you really need as opposed to what you may be getting.

Our investment philosophy rejects the idea of benchmarks and relative performance. Our philosophy is based on maximizing diversification in order to capture real returns whilst mitigating risk.

Positive returns are always targeted. There are always opportunities for investors to make money irrespective of market conditions. Our role is to identify these opportunities and apply a process whereby we can exploit them efficiently to the advantage of our clients.

Wealth management

The four key aspects to our investment philosophy

INSIGHT, CLARITY, TRANSPARENCY AND INTEGRITY ARE EMBEDDED IN OUR DNA

A DRIVEN FOCUS

Continuous research that concentrates on identifying, evaluating and understanding market drivers and return characteristics.

COMBINING TRADITIONAL AND ALTERNATIVE ASSET CLASSES TO GENERATE LONG TERM REAL RETURNS

Over the medium to long term, (3 to 5 years), traditional and alternative asset classes generate a return above inflation (real return). Alternative asset classes have embedded sources of real return combined with attractive volatility and correlation properties.

STRATEGIC ASSET ALLOCATION DRIVES THE MAJORITY OF PORTFOLIO RETURN AND RISK

Strategic asset allocation of a portfolio will determine the vast majority of the portfolio’s return and risk. Market timing and tactical asset allocation activities are unlikely to add value over time: additional trading increases cost and potentially increases portfolio risk.

MODERN PORTFOLIO THEORY: DIVERSIFICATION INCREASES RISK-ADJUSTED RETURNS

Diversification across multiple asset classes with varied correlations increases portfolio risk-adjusted returns creating a more efficient portfolio. Leveraging or deleveraging this efficient portfolio is a superior method of changing the risk/return profile vs. altering the portfolio asset allocation.

TALK TO OUR EXPERTS. WE´RE GLAD TO HELP YOU