The art of Portfolio Mangement came to life in the early ‘50s through the theories of Markowitz et al.
Over the decades, as markets have become more complicated, so have the products and services as well. With my hands on approach, suitable solutions can be achieved in order to satisfy client objectives.
Probably the most important facet of Portfolio Management is the efficient use of funds to obtain the most effective coverage of global investment, and investment in the sectors of industry which give the best return.
As stated, you as our client can choose your Portfolio as you deem appropriate.
It may be the standard three which I offer:
Conservative: 35% equity
Balanced 55% equity
Dynamic 75% equity
There are numerous variations of these three mentioned and this is entirely up to you as the client.
The spectrum depends entirely on your requirements