Step 7. Graduate to the Masterclass
Investing like the Ultra wealthy is more about getting the simple things right. How do the top 20 wealthiest individuals in the world invest? What’s their secret? How did they start? The answers might surprise you.
When you graduate to “Investing like a Pro”- you will follow the same investing principles that the top investors follow. It starts with having a global perspective on asset allocation, taking into account currency fluctuations, relative taxation structures and keeping to the plan no matter what.
This is where you need to enlist the services of the best in the business and have access to a panel of international experts that are at the top of their game.
This is where we tailor an investment portfolio to suit your risk profile and stage of life.