3 Year Performance Update - Multi-Asset Portfolios using ETFs
We established our multi-asset portfolios 3 years ago. We run them across conservative, balanced, growth and high growth profiles. And whilst the performance has been very pleasing, what has really surprised us is the effectiveness of ETFs. Our approach is very much macro driven, which certainly suits an ETF approach. The cost, liquidity and transparency of using ETFs is a bonus. To see more on the portfolios and how they are structured see the full article (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Wentworth's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.
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Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...
Expertise
Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...
Expertise
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