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.
- 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.
- 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 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.