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Based in Hong Kong we are a team of professional and qualified financial advisors who collectively have decades of advising experience in providing independent fee based lifestyle financial planning advice At Pyrmont Wealth Management we have a team of professional and qualified advisors who collectively have decades of advising experience in providing financial planning and investment advice.

04/11/2026

It can be tempting to choose an investment fund based on its recent performance. After all, if a fund has consistently outperformed its peers, why wouldn't you expect it to continue?

The evidence suggests otherwise.

According to the latest S&P Dow Jones Indices persistence data, just 3 of the 80 UK equity funds ranked in the top quartile at the end of 2021 remained there four years later.

In fact, funds that started further down the performance rankings were more likely to reach the top quartile over the following five years.

So, what does this tell us?

Past performance alone is a poor basis for selecting funds. Rather than chasing yesterday's winners, investors should consider factors such as costs, diversification, investment process and how a fund fits within their wider financial plan.

Successful investing isn't about finding last year's winning fund. It's about building a portfolio designed to support your long-term goals.

Read the full article from The Evidence-Based Investor to explore the research and what it tells us about fund performance:
UK fund persistence: why yesterday's winners rarely repeat https://monkeylink.co/29bbb5

28/10/2026

What do you want your money to make possible?

-Can you afford to change careers?
-Help your children financially?
-Retire earlier?
-Move to another country?
Or simply enjoy life today while feeling confident about tomorrow?

These are the questions that matter when planning your financial future.

At Pyrmont Wealth, our LifePlan process puts your life at the centre of financial planning. We help you understand where you stand today, visualise your future and explore how different decisions could affect your goals.

Because financial planning isn't just about growing your wealth. It's about making the most of what you have to live the life you want.

Discover the Pyrmont LifePlan and take the first step towards greater financial clarity and confidence.

Learn more: Financial clarity in your life | Pyrmont Wealth Management https://monkeylink.co/f2b427

21/10/2026

US midterms. Ongoing war. Protests across Europe. And now, the 2027 market forecasts.

It’s a noisy time to be an investor. Every headline seems to demand a reaction, and every forecast promises to tell you what happens next.

But markets don’t wait for the news. Prices already reflect what millions of investors know and expect, including election polls, geopolitical risks and economic data. By the time a headline reaches you, it’s largely priced in.

That’s why forecasts so often miss. For 2024, nearly half of analysts predicted US shares would fall. They rose more than 23%.

Elections come and go. Conflicts and unrest, painful as they are, have been part of the backdrop for as long as markets have existed. What has stayed constant is the reward for investors who stay diversified and stay invested.

At Pyrmont Wealth, we don’t build plans around predictions. We build them around you:

-What matters most in your life
-A globally diversified portfolio grounded in evidence
-The discipline to stay the course when the noise gets loud

You can’t control the headlines. You can control your plan.

Read Dimensional’s Prediction Season: Prediction Season | Dimensional https://monkeylink.co/409a95

Sources: Avantis Investors, "Market Forecasters Report Card"; S&P 500 total return in USD, 31 Dec 2024 to 31 Dec 2025. Past performance is not a guarantee of future results. General information only, not investment advice.

14/10/2026

The market fell 3%. But did its value really fall 3%?

Not necessarily.
In the short term, markets can be driven by investor sentiment, expectations and one simple question:

“What is everyone else going to do?”
Prices can move dramatically even when the underlying value of an investment has barely changed.

Over the long term, however, economic reality tends to matter more.

So, what really drives markets, and what should long-term investors pay attention to?
Read our latest blog, “What Really Moves Markets?”, to find out.
https://monkeylink.co/c6ee0f

07/10/2026

Plan Your Wealth Around The Life You Want.

Financial planning is about more than choosing investments. It is about understanding what you want your wealth to achieve, now and in the future.

From building financial security and preparing for retirement to generating income and creating a lasting legacy, a clear plan can help connect your wealth to your priorities.

This Financial Planning Day, ask yourself: Is your wealth working towards the life you want?

30/09/2026

When markets become noisy, the most important question may be what actually matters to your investment strategy.

Government bond markets can generate plenty of headlines, particularly during periods of stress. But trying to predict every short-term move can quickly pull long-term investors away from their investment principles.

One useful exercise is the “crystal ball test”:
If you could see one economic or market variable in five years’ time, what would you want to know?

The answer can reveal what really matters to your investment approach, while highlighting the difference between short-term market noise and long-term considerations.

You cannot predict the future. But you can build an investment approach designed to keep you focused on what matters.

Read this article from Joe Wiggins, “Seeing the Future and Bond Yields.”: https://monkeylink.co/fec7f9

23/09/2026

There is no one-size-fits-all investment strategy.

What makes sense for one investor may be completely inappropriate for another.
Your investment approach should reflect your goals, time horizon, financial circumstances and how much risk you can realistically tolerate. And as your life changes, your investment strategy may need to change with it.

In this insightful article from Dimensional, “Different Strokes”, explore why understanding the individual behind the portfolio matters just as much as the investments themselves.

Read the full article to explore why there is no single approach to investing.
Different Strokes | Dimensional https://monkeylink.co/41be58

16/09/2026

Is volatility always a sign of greater portfolio risk?

Not necessarily.

An investment can be more volatile on its own, yet still play a valuable role within a diversified portfolio.

The reason? Portfolio risk depends not only on how individual investments move, but also on how they move relative to one another.

In our latest article, we explore:
• What standard deviation tells us about volatility
• Why correlation matters when assessing portfolio risk
• How diversification can change the overall risk profile
• Why an investment should not be judged in isolation

The key takeaway: looking at the whole portfolio can provide a very different picture from looking at individual investments.

Read the full article:
A Holistic View of Investment Volatility https://monkeylink.co/b38b18

09/09/2026

Market volatility can make even the most experienced investors question their strategy.

When markets fall sharply or fluctuate, it can be tempting to react by moving to cash, picking individual stocks or trying to time the recovery. But history shows just how difficult it is to consistently predict what markets will do next.

A more disciplined approach is to focus on the principles that underpin a long-term investment strategy:

• Stay broadly diversified
• Maintain a consistent asset allocation
• Avoid making emotional decisions based on short-term market movements
• Keep your long-term financial goals at the centre of your decisions

Investing is not about predicting every market move. It is about having a strategy you can stick with when markets become challenging.

Read the full insight from Dimensional, “Sticking to Principles”, to explore the research behind staying disciplined through market volatility.
Sticking to Principles | Dimensional https://monkeylink.co/764b08

03/09/2026

When markets move, there is often a temptation to react. Sell what has fallen. Buy what is performing well. Change strategy. Do something.

But sometimes, the most valuable decision is knowing when not to act.
That doesn't mean investing is truly passive. Even a portfolio that is rarely traded reflects important decisions about diversification, concentration, rebalancing and when you started investing.

The challenge is being deliberate about those decisions rather than reacting to whatever is happening in the markets today.

As investors, we don't need to predict every market movement. We need a strategy we can stick with through them.

Read the full article, 'Nothing in Investing is Doing Nothing', for some thought-provoking lessons on investor behaviour and the consequences of seemingly small decisions.

Read the article:
Nothing in Investing is “Doing Nothing” https://monkeylink.co/9c729e

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+852 25986777

Website

http://www.pyrmontwm.com/

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