Our recommendations are the product of time spent with clients designing investment portfolios to reflect their ambitions, risk appetite and liquidity requirements. We invest across a wide range of asset classes and our independent approach means we are not beholden to any one investment manager.
We have a range of discretionary portfolios at our disposal, which typically form the bedrock of a client’s liquid asset base. However, our clients’ wealth profiles and extended investment horizons often provide the opportunity to consider investments in alternative or less liquid assets such as Hedge Funds, Private Equity and Real Estate.
We are experienced at structuring portfolios which are efficient in terms of risk, liquidity and tax. We are familiar with cross-jurisdictional issues and work alongside existing tax advisers, introducing specialists where necessary, to create strategies relevant for today and future generations.
In addition to investment management services, we advise on and provide access to cash management strategies, portfolio lending, foreign exchange and structured deposits.
Through our established network, we can also provide introductions to specialist advisers in corporate finance and structured credit, when required.
Many of our clients hold assets privately as well as across multiple custodians, investment managers and banks. Our reporting service helps to consolidate these relationships to enable comprehensive and continuous evaluation of overall performance, asset allocation and total wealth.