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Yearly Review

Yearly Review

2016 summery & 2017 predictions

2016 is history. Our sights are now set on 2017 and beyond, making sure we can manage both the known and potential risks and that our clients will be rewarded sufficiently for exposure to those risks. Overall, our view is cautiously optimistic and we will explain in more detail below.

Q3 2016 Review

Q3 2016 Review

Property vs. Capital Markets and the USA 2016 elections

As always in these quarterly newsletters, we try to bring you relevant and interesting insights without being too technical. The topics we choose are based on real discussions with clients and we hope you will find this review interesting.

In July, Pioneer Wealth Management was awarded “Best Israeli Wealth Management Team 2016” by CFI.co[1] – a European financial magazine and website. This comes at a time when we believe we have had an excellent year for clients so far. We firmly believe our approach and strictly fee based services, without conflicts of interest, are especially appropriate for these low interest rate times.

For those of you who would like to see some of the faces of the Pioneer people, we invite you to visit our Facebook page and check out the pictures from our 30 year birthday celebration.


[1] Capital Finance International

Q2 2016 review

Q2 2016 review

BREXIT, China, Gold and more

As I am writing this review I fear that by the time you read it, it will be very much out of date, such is the pace of flow of information following the Brexit “surprise”. At this stage, it definitely seems more like political turmoil than real economic turmoil. If there is one thing I have learnt over my 17 years in the wealth management industry it is that when the market is scariest and when the newspapers are using the most sensationalist fearful headlines - that is the time to buy not sell.

Q1 2016 Review

Q1 2016 Review

Q1 2016 has been a rollercoaster ride on the global markets and therefore disciplined thinking has paid off well. The overall mood of global markets at the end of March was considerably different to January, however, it is interesting to think that the reasons quoted for the January sell off have not been solved. An Asset Allocation approach demands that we buy when asset prices fall so at the end of January we bought equities in our discretionary portfolios. This means that the recovery experienced in late February and March was quicker for these clients. This is much easier said than done as buying in January was hardly an easy decision. More on this below.

Q4 2015 Review

Q4 2015 Review

In early December, I had the pleasure of attending a Wealth Management conference in Zurich with some of Europe’s largest asset and wealth managers. There were many interesting discussions for both professional and end-client as we all had one thing on our minds – how to make money in 2016?! There are plenty of issues to keep us concerned and cautious as we actively seek opportunities. It is interesting to see how the entire industry grapples with similar issues of low returns, high levels of uncertainty and volatile markets – I have elaborated more on this issue below.