Professional Wealth Managementt

By PWM Editor

“Our portfolio is a combination of different portfolio managers [PMs] who think and act differently. Furthermore, some have been introduced because of their low volatility features, such as the Beacon, and others for their performance capabilities, such as M&G. The driver in both cases is our knowledge of the PM and the fund house. The more we like a company and its porfolio managers the more we tend to broaden its mandate.”

 

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