Investments
We help our clients identify investment solutions with a bespoke approach built for only them
Whether we are advising on investments or managing them at our discretion, we have no sales agendas or products to push
Discretionary Asset Management
Our independence is key; we do not hold client money, we are not tied to any banks, products, or managers
Wealth Preservation
Our philosophy is centered on growing the real value of client assets over time. From cash mandates to all equity portfolios, our investment process always starts from the preservation of capital
Full Transparency
Investing should not be shrouded in mysticism. We invest in quality, liquid assets across global markets, with a focus on fixed income and equity, both direct and through funds. We manage risk through tactical asset allocation. We avoid illiquidity and prefer simplicity
Built to Endure
We take a quantitative and qualitative approach to deliver a bespoke offering. Asset Allocation is founded in long-term fundamental analysis, risk management, tracking error and conviction
Safeguarding Assets
We do not hold client money; all assets are held at an independent third-party custodian bank of the client’s choice. This helps us ensure there are no conflicts of interest
Consulting Advisory
We always have a view on financial markets, provide clear recommendations and use straightforward language
Investment Experts
As experienced investment practitioners we understand the market environment, investment products, risks, costs, portfolio construction, and industry jargon
Portfolio Review
We use our experience to help you identify the healthy and not-so-healthy aspects of your investment portfolios. We have no sales agenda, so we never recommend changes for the sake of change. Our reports are customisable to your needs; our recommendations are clear and actionable
Strategic Investment Advice
We are often seen as an in-house investment office. We provide strategic advice to families and their advisors, find investments and police managers. We are flexible enough to fit into your broader advisory team
Private Equity Advice
We sit on the your side of the table and provide advice on your Private Equity managers, direct investments and allocations. We have a network of deal flow which allows us to show best in class opportunities, filtered by your individual preferences