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
Some 8% of Witan’s portfolio is invested in other trusts
The merger is the result of Witan CEO Andrew Bell’s impending retirement
Regulatory approval anticipated in the second half of the year
Oliver Wayne joined the firm from Willis Towers Watson in 2016