3 PWM Unique Investment Strategy

Founded on true independence. Ensuring your critical capital is doing its job

Core to our offering is our unrivaled approach to investing with true independence from any group or bank. Believing that one size does not fit all, our investment strategy can be tailored to suit your precise needs dependent on your own personal risk profile and time horizon.

Independence comes from outsourcing the selection of Discretionary Fund Managers (DFM) to a leading independent research organisation that carries out extensive due diligence on DFMs and produces quarterly indices against which individual managers can be measured.

Diversification across managers and asset classes helps reduce investment risk in increasingly volatile markets.

I wanted to have my assets managed under a different philosophy and with a wealth preservation mandate. As a Big 4 firm partner, I also have severe restrictions on what I am allowed to invest in … I have been very happy with the results achieved.
Partner, Big 4 Accounting Firm

1 Your Lifetime Wealth Model 2 PWM Tax Optimisation Strategy 3 PWM Unique Investment Strategy 4 PWM Private Office 5 Your Consistent Service Experience