WEALTH PRESERVATION

A long term allocation of up to 30% of the overall portfolio which is designed to protect inter-generational wealth.

Global Asset Allocation, ESG and Sustainability elements feature strongly in these strategies. It is rare that traditional wealth managers can deliver this strategy as annual performance pressures distort the need for long term thinking. Bespoke Private Structures are more suitable. Here are three of our favourites:

DYNAMIC
ASSET
ALLOCATION
I
DYNAMIC
ASSET
ALLOCATION
II
DYNAMIC
ASSET
ALLOCATION
III
 

REGISTER YOUR INTEREST

© Copyright 2018 G9