Our Approach
Investment Approach
We are committed to providing a rigorous and disciplined investment approach, focused on wealth preservation, strategic asset allocation and risk management. We focus on the long-term needs of our clients, and unlike many other institutions, we do not create and market products that generate revenues for Hassium at the expense of the client.
Our ethos is to:
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Serve - first and foremost - the best interests of our clients. |
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Collaborate in partnership with our clients. |
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Be totally transparent in our approach and pricing. |
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Educate clients on both market and risk. |
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Provide clients with independent investment advice across all markets. |
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By not being tied to a single investment house’s views or products, Hassium is able to offer completely independent and impartial advice. With our extensive network of contacts, we have access to a wide range of leading market opinions and information and can customise it to suit the client’s needs. Clients can be assured that with complete transparency, and no additional commissions or mark-ups, turnover is limited to effective transactions and all asset classes are thoughtfully selected.
Investments
Before giving investment advice we listen and make sure we fully understand the needs of each client. At Hassium we have a very personal approach, and appreciate that every client has a different interpretation of risk. It is important to us to make sure that clients fully understand the nature of investment risk before we advise them on how to invest their money. Each investment portfolio is created and customised to the needs of the individual client. No two investment portfolios are the same.
From an investment perspective we focus on cash management, currency hedging, direct bond purchases and bond funds. With equities, we are mindful of net returns and primarily invest in index trackers along with a select number of specialist long-only managers. We also have access to best of breed Hedge Funds, Private Equity, and Real Estate products. All position sizes are rigorously controlled and adhered to with strict limits in place.
Service
We provide a highly individual service to each of our clients, from bespoke investment advice to impromptu time-sensitive market guidance. Our account reporting is tailored to suit the needs of each individual client. We are able to work with any third party custodian bank, and can report on all types of assets held in any location, including directly held business investments and direct real estate holdings. We also offer investment audit services and advice for trustees and lawyers. Our small dedicated team provides a thoughtful, accessible level of service rarely experienced at any of the major financial institutions.
3rd Party Partners
We pride ourselves on our relationships with our service partners and expect the same level of commitment and service from them as we provide to ourclients. Our lawyers are Speechly Bircham and Farrer & Co, our auditors are Rees Pollock, and our commercial bankers are Coutts. We have a number of institutional relationships covering custodian services, investment research, and investment execution, with Credit Suisse, BNP Paribas, Deutsche Bank, Morgan Stanley, Goldman Sachs, JP Morgan and Northern Trust.
