News & Insights

Effective wealth management isn’t singularly about returns; in fact, returns are merely the outcome. A client’s success or otherwise in achieving their wealth goals is highly dependent on the asset allocation strategy chosen and the level of risk accepted based on a number of client-influenced factors. Whether your goal is to fund your lifestyle, create a lasting legacy for future generations or leave an endowment, managing wealth requires careful navigation of investment risk, asset allocation, drawdown and ongoing strategy adjustments.