wealth management strategy

Our investment philosophy helps explain our way of thinking about wealth management and investment strategy. The world has changed — innovation has consequences.


The speed of innovation across most industries today profoundly impacts business models. Not all companies are equally well placed to adapt. To illustrate: Yale University claims the average lifespan of a S&P500 company has been reduced from 67 years, to just 15 years. Some even believe that in 10 years’ time, 40% of the Fortune 500 companies are at risk of being put out of business.

The consequence for traditional wealth management is significant.

Typical buy-and-hold strategies around large cap companies look more vulnerable to emerging technologies. Today, more wealthy individuals and families are becoming aware of gaps in traditional wealth management strategies. We aim to fill those gaps. 

Four principles guide our development of investment strategy to ensure it stays supremely relevant.

If you would like to know more about our investment philosophy or investment strategy, contact us. We are happy to help.