Private Wealth Management
We de-mystify and simplify investment
At DWL, we view the process of wealth management as a long-term journey in forging the personal relationship as much as in achievement of your financial vision.
Our philosophy is a set of core principles focused on doing what is right for our clients. The goal of this is to be opportunistic and responsive to perpetually changing investment scenarios in order to generate superior investment performance with less-than-commensurate risk through all markets, both good and bad.
Our investment process is put into practice by designing client portfolios that fulfil wealth planning goals, objectives, and expectations. We select from a wide range of investment solutions to determine which are appropriate for you and your asset allocation strategy.
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Discovering What You Truly Want. To build the portfolio best suited to your needs, we strive to know as much about your life’s aims as we can. We’ve adopted a proprietary discovery process that helps us gain a clear understanding of your deeper concerns and aspirations.
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Investment Portfolio Construction that meets client objectives is our ultimate benchmark and we take great care in analysing and assessing potential capital appreciation as well as risk of loss. Portfolios Informed by Decades of Experience. Our proprietary practices and expert resources—including manager selection, due diligence, and portfolio construction—have been developed and tested over decades. Every portfolio holding is under continual scrutiny by our investment team.
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Performance is our goal. What’s more important is an intense focus on superior investment performance with less-than-commensurate risk and the perennial importance of capital preservation.
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Active Investment Management will achieve highly favourable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection.
Risk Is Not Volatility but rather risk is the potential to lose money; assessing valuation and upside potential is a primary function and requires a dynamic and recalibrating investment process.
Of course, all of this information is broad strokes. For those of you who want to get a little — or a lot — more technical, we’re more than happy to dive deeper.