At Clime, we take a macroeconomic view to analyse global markets and evaluate market risk. In parallel with our conversations with you about your goals, this enables us to take a holistic view on markets and implement the right mix of assets in your investment portfolio to deliver on your objectives. Long term investing means maintaining capital during difficult cycles, and growing capital when economic tail winds are strong.

Thus, asset allocation and maintaining an outcome-based portfolio approach is crucial. By understanding your investment needs, we can help advise on an optimal multi-asset solution.