The Redwood Wealth team headed into London to meet with Luca Cappucini and Arda Veysi of Dimensional Fund Advisors for a refresher on Dimensional’s investment philosophy and a masterclass on their Wealth Models and how these can benefit our clients.
Some clients may be familiar with Dimensional as funds from their World Allocation range regularly feature in client portfolios and we have often shared articles produced by Dimensional to reassure clients during volatile periods in global markets. But for those who aren’t familiar with them, they have some pretty incredible credentials. As an investment house, they will celebrate their 45th birthday this month and are just about to reach $1 Trillion of assets under management threshold which is no small feat.
Another USP however is their approach to investing. They are very much grounded in economic theory backed by decades of empirical research and they work very closely with top academics in the field including multiple Nobel laureates to better understand markets and what drives returns.
After concluding our meeting with them, they kindly allowed us to make use of their facilities for the rest of the day allowing us to have our first board meeting for the 2026/27 tax year and discuss our strategy and goals for Redwood Wealth in the year ahead.
