Our Investment Philosophy

At AAB Wealth, we believe there is a notable difference between speculating and investing. We adopt a rigorous, systematic, evidence-based approach to investing.

We advise against speculating in temporary fads or the next 'big thing'. We instead hold true to tried and tested investment theory, supported by empirical evidence to build a robust long-term investment plan.

One of the great challenges that all investors face is that there is no easy or quick way to guarantee investment success – Aesop’s fable of the tortoise and the hare is a useful metaphor.

To ensure we continue to provide unbiased and unrestricted advice to our clients, our Investment Committee constantly reviews all relevant product and fund developments to assess the ongoing suitability of our investment proposition.

We believe in tuning out the noise that exists in the media, maintaining discipline, avoiding impulsive emotional investment decisions and following a well-conceived framework:

Step 1: accept the price
Step 2: beware of market gurus
Step 3: control your costs
Step 4: spread your risk
Step 5: be disciplined
Step 6: stay balanced