As the title implies, this short series of posts addresses four important and inter-related problems with Wealth Management and by extension Asset Management and in conclusion offers a Solution.

The rollercoaster performance of markets was a baptism of fire for the Model Portfolios we were actively running over the last year and a strong challenge to the concept of Dynamic Asset Allocation (DAA).

The allocation for a more active satellite portfolio is something that can be covered we believe by our new Multi-Theme Portfolio.