Management of Your Investments
Managed Discretionary Account Structure
Bonsante Private Wealth will manage your Portfolio via a Managed Discretionary Account structure. This structure provides investors with the comfort of a professionally and actively managed investment portfolio whilst retaining all the benefits and transparency of direct ownership. Unlike an investment in a managed fund or trust, all assets will be held securely in your name at all times.
Active Portfolio Management
Wealth Management is a knowledge intensive business. It requires a deep understanding of financial markets, products, solutions, numbers and projections and an ability to skilfully and clearly explain them to clients. Managing wealth is about managing the future. Bonsante Private Wealth will vigilantly monitor the ever changing global investment landscape and actively manage your portfolio to ensure you benefit from those changes.
Multi Asset Portfolios & Risk Management
At Bonsante Private Wealth we are very conscious of Investment risk. The risk of being in the wrong place at the wrong time remains a key consideration for any investor. At BSPW we believe that diversification across a wide range of asset classes is the most important foundation for a long term investment strategy. Asset allocation is the simplest and cheapest way to manage market volatility, preserve your capital and protect against the unknown. It is not a foolproof solution but intelligent and active asset allocation can go a long way to providing significant insulating buffers to your portfolio during times of market stress/volatility.
Tailored and broadly diversified portfolios
To that end, our team construct, monitor and actively manage broadly diversified portfolios tailored to your individual risk profiles and investment objectives. This is achieved via strict adherence to our extensive and rigorous investment process. This robust investment process is designed to allow us to help you achieve your investment objectives whilst taking on as little risk as possible.