A key part of our offering is the investment management services that we offer to our clients. Our investment philosophy is to manage our clients’ assets on a bespoke basis with an emphasis on capital protection and by providing a high level of client service. We combine this with a completely open and transparent approach to investment management.

We manage investment portfolios on a discretionary or advisory basis and we construct these portfolios across all asset classes, including:

• Cash
• Fixed Income
• Global Equities
• Commodities
• Real Estate
• Alternative Investments including Hedge Funds

Asset diversification is central to our investment philosophy and through regular review of investment performance we aim to select the best-performing fund managers in each asset class. Our investment strategies aim to manage risk for our clients and navigate constantly challenging and evolving investment markets.

Other key features of our investment management approach include:

• Model portfolios reviewed quarterly
• Making short term tactical allocations away from the models will be made on the basis of high conviction
• Employing true absolute return strategies with low levels of equity market correlation
• Managing risk carefully including risks derived from interest rates, currencies, counterparties and leverage
• Continual reviewing of manager performance and allocations

Our management fees may include a performance element so that our interests are aligned with our clients and we work to ensure that both custody and dealing costs are fair and relevant.