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TAILORING AN ALTERNATIVE APPROACH

Hand-picked portfolio planning for the sophisticated investor: Fine wine vs gold (source Cult Wines)


At Mondial, I take a look at presenting an alternative view to portfolio management from our standard Model Portfolio and Investment Policy route. To do this well, a personal conversation is absolutely necessary in order to be absolutely clear on the risk appetite and investment knowledge of investors. With that deep understanding, I can then engage in discussions on a wider range of investment opportunities. Often involving assets and strategies you would not find in a standard pension portfolio. This month I was pulled towards an email title from our wine provider- Cult Wines. Their title and graphs on Fine Wine vs Gold caught my intention. I now drag readers into the same article:


Fine wine vs gold

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WILLIAM'S WORDS WORTH

Mondial鈥檚 registered Financial Analyst scours the industry press and selects his best input of the month In the course of my work, I get sent and am obliged to read an awful lot of material on financi

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