Best month so far! Portfolio adjustments in September, October and finally some reactive moves the morning of President Elect Trump’s election victory propelled our portfolios to return around double the benchmark during November and solidify great returns over both a 12 month and since inception in July 2023. 

Christmas might be around the corner, but our Investment Committee were hard at work these past two days in London. The committee met with respective fund managers before congregating at LGT Wealth Managements HQ to debate current positions and any changes necessary for Q1 2025. London was in full festive swing, but with our neighbours in the BOE meeting this week to decide how much they will cut interest rates (if any at all), and markets seemingly not looking like taking a festive pause, then it was a busy 48 hours. 

Clients should receive their monthly update this week breaking down the specific positions/changes implemented this past month, as well as our thoughts for 2025. 

Should anybody want to review their portfolios, compare data or know more about how we manage wealth, please get in touch with our CIO Shaun Wood.