It takes a 360° process
and a 1:1 relationship
Whether you're looking for a comprehensive
financial plan or a straightforward investment plan,
look for a comprehensive, straightforward advisor.
Assets, liabilities, income and spending are documented and visualized
Thorough risk assessment accurately profiles individual investor's appetite
Existing portfolio undergoes in-depth analysis to establish viability and strategic value
Customized investment policy statement (IPS) is presented to investor
Updated capital market assumptions are provided to inform and offer current insights
Comprehensive asset correlation estimates are built-out based on historical data
Individual plan with strategic allocation targets is delivered as an investment framework
Global portfolio solutions are devised across markets/strategies to achieve strategic targets
The plan is executed, transforming its abstract into an investment portfolio
Assets and client lifecycle are monitored to implement tactical and strategic changes
Insightful market context and advice are provided during the life of the plan
Periodic reviews offer ongoing evaluation and recommitment to trajectory
Starting with the destination
All this talk about growing wealth and getting there raises a natural question:
Where, exactly, is 'there'?
Fortunately, no other data point is more important to us. When we say goal-based wealth management, we mean proactive foresight that's structured around your values, lifecycle, and aspirations for your family's financial wellbeing.
Once you know where you're going,
our road can take you there:
Wills and trusts
When success reaches your successor, you've got succession.
At Equinum we see the middle class not as a destination, but as a bridge to the upper class. Yet, some studies show that fewer than 50% of children earn more than their parents (adjusted for inflation). The common denominator across cross-generational success is a family culture of prudence, patience and persistence.