Once we have established what your goals and priorities are it is important to align your investment portfolio accordingly.
Before building your portfolio, it is vital to understand what your tolerance to risk is in order to provide the best investment services to you.
No two clients have the same interpretation about risk. Some take a long view and are unfazed by market volatility, while others are more cautious but willing to take smaller investment risks. Our company’s financial planners specialise in helping clients in Hong Kong decide the amount of risk they are most comfortable with.
Pyrmont Wealth Management works with some of the world’s largest and safest financial institutions, including private banks, investment platforms and life insurance providers, making us one of the leading investment management firms in Hong Kong.
Before selecting an appropriate custodian, our expert financial planners will help you with the selection of several factors including the tax requirements when investing, how much you plan to invest, and access to capital you may need. From there, we will be able to recommend the most suitable custodian for your objectives.
The most important part of executing an investment portfolio is deciding how your money will be invested.
Volatile markets and variable investment returns can be difficult to predict. As such, we at Pyrmont Wealth Management believe in adhering to an investment management approach that is aligned with the principles of Evidence Based Investing (EBI) throughout our company. Evidence Based Investing forms the core part of our portfolios.
EBI is a disciplined approach to investment management used by advisors at our firm in Hong Kong. It strategically combines data we have accrued from the past and present in order to accurately analyse future trends.
Where traditional investment management firms may use forecasts, predictions or emotive judgements to guide their decisions, our EBI strategy uses concrete facts, logic and empirical evidence.
The concept behind EBI comes from some of the greatest modern financial minds including Myron Scholes, Harry Markowitz, Robert C. Merton, William F. Sharpe, Eugene Fama, and Merton Miller, all of whom are Nobel Prize laureates.
These principles can then be used to build cost-effective portfolios which encompas funds of various types, including ETF investing. These funds use underlying investment solutions provided by some of the largest financial institutions in the world, such as Dimensional Fund Advisors, Vanguard and Blackrock.
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