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Understanding wealth and its connotations
Wealth is a very personal thing. Its meaning and relevance differs from person to person.
We understand this and do not offer a black box solution to managing wealth. Our strategies are built upon a deep understanding of family requirements and financial objectives of each stakeholder, which drives our recommendation on asset allocation. |
Asset allocation accounts for 90% of the variability of returns on a portfolio (Source: Brinson, Seeger and Beebower), while market timing and security selection account for the balance 10%. A common question is what price one has paid for a particular security. The more relevant question is whether and how much one has invested in that type of security at all.
We evaluate and select investment alternatives that offer the highest post-fee, post-tax returns given your financial objectives and risk appetite. We manage risk by setting and monitoring limits on a variety of factors, including but not limited to exposure to a fund house, manager and individual security.
Once the funds are invested according to plan, we monitor the portfolio while providing regular, in-depth reporting. Our reporting includes detailed analytics by which we monitor scope creep while deconstructing the source of performance of a given fund manager.
Principal to Principal Interactions
Our approach entails principal to principal interaction at all times. We do not employ relationship managers – rather, our team of highly qualified analysts, from the best universities, is focused on best evaluating investment options.
In managing your wealth, we seek to understand your unique and changing circumstances, including the dynamics of your operating businesses. For example, if you have an operating business that requires further investment, we emphasize capital preservation more than we would in a situation where your operating business is generating regular positive cash flow. |
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| What’s in it
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| For you it means working with professionals who understand your unique circumstances, your current and future requirements (including for your operating business) and the calibration of your risk profile and investment strategy in accordance with your liquidity preferences and ability to handle temporary mark-downs. |
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