Discretionary Service
Our discretionary portfolio management service is highly flexible and brings the full capabilities of our experience and expertise to your clients’ investment portfolios.
We can manage discretionary portfolios based on individual securities, funds and structures, or by investing exclusively into collective investment funds.
International Perspectives
Through our extensive resources and network of offices we are able to combine international expertise with a local presence to provide you with the service you require, without compromising the institutional quality of our investment services.
Overseen by our Chief Investment Officer (CIO) our rigorous investment process is agreed through a series of investment committees. These incorporate asset allocation, fund selection, stock selection, fixed income, currency strategy and alternative asset class views. From this comes a coherent investment policy. Our experienced multi-manager team provides access to a wealth of investment opportunities, including our longstanding use of alternative asset classes.
Our risk management procedures are designed to ensure our investment views are consistent with your investment objective(s) and aim to keep downside risk to a minimum.