A love of wisdom is the literal meaning of philosophy. This is a wonderful concept. Love and wisdom are inextricably linked: wisdom is attained either thanks to, in tandem with – or precisely because of – love. Or is it the other way around? It’s difficult to say. There is of course a lot of room for individual interpretation. Translated simply, the meaning of philosophy is the pursuit of truth about human existence, life and the world in general. Understanding and interpreting: these elements are certainly helpful to us in the financial sector.
What is your personal philosophy for investing your money? Do you have one?
If you can’t immediately think of a definitive answer to this question, don’t worry. On the contrary, it is a good idea to take this insight and be a little more philosophical when considering your investments, especially in times like these. Forget the multiple-choice questionnaire that you are probably asked to complete every year either orally or in writing to determine your investment strategy. Wouldn’t it be much more interesting to think about your values, beliefs and life goals?
We would like to help you answer these and other questions in developing your own personal investment philosophy. Obviously, your risk appetite and ability to tolerate risk will form the cornerstones of your investment philosophy. We will clarify these aspects on a holistic and structured basis throughout the course of your personal financial planning, while taking the overall wealth and tax implications into account. However, we would also love to talk to you in depth about your beliefs and values. We are interested in what your goals are, the motivation behind them and what you would like to pass on to your successors. We would like to know what makes you happy or sad, what changes you anticipate and where you see opportunities and risks. Overall, our aim is to really understand your way of thinking.
If we can achieve this together, you will soon have an answer to the above question about your personal investment philosophy. The answer will provide all the reassurance you need – especially in times of upheaval and change – knowing that your investments are always in line with your own values, beliefs and life goals. I would even go so far as to say that you will have greater peace of mind on a day-to-day basis so that you can focus on the truly important things in life. Possibly even love and wisdom?
What do you think? We look forward to exchanging inspirational ideas with you.
Marco Di Canio
Relationship Manager
marco.dicanio@swisspartners.com
Your Wealth at a Glance.