Durlacher
Wealth Management
Durlacher Wealth Management
DISCRETIONARY
PORTFOLIO MANAGEMENT
Durlacher's approach to managing your investments is based
on a refreshingly simple principle: Durlacher are interested
only in absolute returns, not in performance relative to meaningless
benchmarks. They recognise that, in the three- to five-year
period necessary to mitigate the effects of market volatility
inherent in the equity component of your investment, a real
return is the bottom line.
A
seemingly positive performance relative to, say, a falling
index is worthless if it amounts to a capital loss, because
that cannot help a portfolio meet its future liabilities.
In
their privileged role of exercising discretionary control
over your portfolio, Durlacher ensure that your financial
objectives inform our every move. Within this relationship,
they also take pains to consult you regularly about your aims
so that any additional requirements that might arise in your
financial affairs can be accommodated and incorporated smoothly
into the planned management of your investments.
This
ongoing dialogue is the process through which Durlacher fine-tune
the strategy to which your portfolio is managed, so keeping
your overall objectives in step with your real-life needs.
In
managing your portfolio, Durlacher employ an asset allocation
system that minimises dependence on equities - dampening the
negative effects that might arise from short-term price volatility.
What is more, it is their experience that this safeguard in
no way constitutes a barrier to sensible returns.
Under
their system of asset allocation, clients specify the exact
level of risk appropriate to their portfolio, as balanced
against their income and growth objectives, and Durlacher
construct an investment strategy that operates within those
boundaries governing market exposure.
For
further information on Durlacher Wealth Management visit the
Durlacher Website.
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