Jonathan Wauton runs through the five considerations he believes are essential when creating model portfolios across different risk profiles
With global macroeconomic conditions at fever pitch, it is not enough for wealth managers to invest client cash into a portfolio and leave it to the mercy of the markets. The best services are those that go beyond managing risk through diversification alone, that do not merely rely on time to deliver returns and that seek investments on the basis they will outperform for reasons beyond that they are low-cost. The rise of digital solutions has been a great catalyst for the industry. In this new market environment, it is no longer practical to rely solely on technology to run passive portf...
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