Peter Armitage, CEO, Anchor Capital
Each quarter we publish the Anchor Strategy and Asset Allocation report. Our private client business is responsible for ensuring that our clients’ experience of this is pertinent to them – meeting their specific investment needs, objectives and constraints in much the same way as a financial adviser would. Whilst it is important that everyone’s personal quantitative asset allocation falls in line with a general strategy, it is also critical that it suits their individual return and risk profile from a qualitative perspective. (more…)
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