Global Wealth Optimizer - Efficient Private Clients
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Global Wealth Optimizer

The EFPC Global Wealth Optimizer is suitable for investors who require direct offshore exposure, with less absolute risk than the equity market as well as clients with a multi-generational view of wealth preservation.

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Portfolio Fact Sheet

The EFPC Global Wealth Optimizer (GWO) Portfolio is a risk-managed solution that is well-diversified and actively managed by a team of industry leading experts. The GWO is a share portfolio consisting of a basket of cost-efficient, diversified instruments that stretches across various asset classes and geographies. The portfolio aims to maximise its risk-adjusted return by providing clients with access to alternative assets, real assets, and long-term themes.