WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
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Some 8% of Witan’s portfolio is invested in other trusts
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The merger is the result of Witan CEO Andrew Bell’s impending retirement
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Regulatory approval anticipated in the second half of the year
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Oliver Wayne joined the firm from Willis Towers Watson in 2016
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