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Asset Allocation

Asset allocation is the process of blending the client's financial needs and requirements with the tools available in the market to realise their goals.

First we define the universe: should it be a 'narrow' investment portfolio, consisting mainly of equities, bonds and cash, or should it be a 'broader' approach including alternative asset classes such as hedge funds, private equity funds, commodities and currencies?

Prior to mapping out the shape of an asset allocation, we ensure that it covers the universe of markets and products with which the client feels most comfortable.