Holistic wealth planning & investment management
Highly diversified global portfolios tailored to your needs.
We specialise in providing discretionary portfolio management with a disciplined focus on portfolio structuring and risk control.
Designed to efficiently capture market returns at low cost, overlaid with a Dynamic Asset Allocation process that moves between equities and bonds and raises cash when risks are observed.
Blended into portfolios to produce a better risk-adjusted return over a 3–12 month time horizon, allocating and monitoring up to 6 distinct themes from a shortlist of 12 at any one time.
Risk control is critical as your attitude to risk can change with changing circumstances – we have robust controls in place to monitor and react as this evolves.
Within each asset class (Equities, Bonds, Alternatives and Cash) we set minimum and maximum ranges that allow the portfolio to dynamically manoeuvre inside these allocations dependent on market conditions.
Our thorough screening process looks to identify the lowest cost and most liquid ETFs that will form the portfolio, giving the required market exposure.
Working with both private banks and brokerage platforms for custody of our client's assets, we use placing power to negotiate significantly with banks and custodians to obtain optimal pricing.
As independent allocators of capital we are completely agnostic as to which jurisdiction or institution our clients' assets are held in.
Get in touch to find out how we can help with your wealth planning and investment management.
