Once we have established what your goals and priorities are it is important to align your investment portfolio accordingly.
Before building a portfolio, it is vital to understand what your tolerance to risk is.
No two clients feel the same way about risk. Some take a long view and are unfazed by the ups and downs of the markets. Others are more cautious but are willing to take some smaller risks. Your financial planner will help you to decide the most suitable amount of risk you should consider taking.
Pyrmont Wealth Management work with some of the world’s largest and safest financial institutions, including private banks, investment platforms and life assurance providers.
Before choosing an appropriate custodian, your financial planner will help you to consider several factors including the tax implications of investing, how much you plan to invest and what access to capital you need. From there, they 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.
Markets can be volatile and investment returns can be unknown. As such Pyrmont Wealth Management believe in an investment management approach that is aligned with the principles of Evidence Based Investing (EBI). Evidence Based Investing forms the core part of our portfolios.
EBI is a disciplined approach to investment management used by our advisors in HK. It strategically combines the data we have from the past and present with the truth about the unknowable future.
Where traditional investment management may use forecasts, predictions or emotive judgement to guide their decisions, EBI would prefer to use substitute 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-efficient portfolios encompassing 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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