Once we have a mandate from a new client we use our experience and knowledge of available investment managers to select those that will perform according to our specific targets. We place clients' investments in traditional 'long only unit trusts', retail hedge funds and alternative investments, both locally and offshore.
RWG is independent and does not subscribe to any "house view". We formulate our own asset allocation approach based on our research. While most financial advisors are competent in advising clients on 'long only' investments such as traditional unit trusts and exchange traded funds, we have over ten years of experience in selecting alternative investments which can be added to selected portfolios, where appropriate, to increase diversification and reduce risk.
We believe that the 2017 investing environment requires the maximum number of investment ideas, strategies and vehicles to both outperform and contain risk.