Investment Portfolio Management

Our Wealthwise Dynamic Portfolios are managed by our internal investment committee with the additional expertise of our Hong Kong based asset consultants.

The investment team is responsible for the management and monitoring of our multi-manager portfolios using the resources of global investment platforms, governance, with oversight provided by the Investment Committee.

The Investment Committee discusses and approves the investment manager’s ultimate investment decisions, as well as overseeing the underlying investments and asset exposures of each portfolio to ensure compliance. There are regular meetings with current as well as potential investment managers as part of the ongoing monitoring and due diligence process.

The Black-Litterman Model (B-L Model) is used in our investment process in conjunction with fundamental research to arrive at our asset allocation decisions. Regular asset allocation review is conducted at least every quarter.


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