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Staying true to allocation principles and investing for long term key learnings in 2018

Mint, Dec 27, 2018

The year 2018 has been a reminder that successful investing requires patience and fortitude. Both equity and fixed income investors had a difficult year, as did investors whose asset allocations were misaligned with their risk tolerances. Asset allocation, as always, played a significant role in portfolio performance and volatility. Crude oil, rising rates and central…

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Sanctum Wealth Management Launches its Global Allocator Strategy

Mumbai, Aug 27, 2018

Sanctum Wealth Management today announced the launch of their Global Allocator Strategy which will offer clients a unique proposition for geographically diversifying their equity portfolio. Sanctum Global Allocator strategy will invest in domestic mutual funds including ETFs that invest in global equities through direct or indirect routes. This will help clients invest in various geographies,…

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Straight Talk: Shiv Gupta, founder and CEO, Sanctum Wealth Management

Asian Private Banker, Aug 13, 2018

Shiv Gupta CEO. Sanctum Wealth Management In 2015, Shiv Gupta, then head of RBS’s private banking arm in India, led a management buyout of the business amid a wide-scale pullback by RBS from foreign markets. Sanctum Wealth Management opened for business in April 2016, bringing on former Coutts CEO Rory Tapner as a board member…

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Investment is not about past, but predictive returns

Hindustan Times, Jun 20, 2018

PRATEEK PANT Head of Products and Solutions. In India, people still continue to try saving 40 paise or 50 paise. I have gone to some of my largest clients and family office and told them what I do. If you believe, as a wealth manager, I am adding value to your life, you may go…

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