The Investment Committee comprises the four PWA advisers plus a specialist investment research house
Meeting quarterly, the Committee is responsible for the management of the PWA Approved Product List. Additionally, it reviews fund manager performance, benchmarks portfolio performance and identifies suitable new and emerging investment opportunities.
The PWA Investment Committee reviews and sets all tactical asset allocations proposed for the coming quarter. These allocations form the basis of our customised client portfolios.
Independent auditing of the Cash Management Service provides security and transparency.
The team is responsible for PWA’s day-to-day operational, compliance, and tax reporting requirements, an essential contribution to our long-term client relationships.
The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.