Wealth Management
About Wealth Management
Over the past five decades our clients have found common ground with our family history, our values and experience, and our commitment to excellence.
What we do
Discretionary portfolio management
Our experienced portfolio managers design tailored investment solutions to meet your goals and risk appetite. We harness their expertise to monitor and adjust investments over time to optimise performance, with a high degree of transparency.
Investment advisory
We provide personalised investment advice, helping you to make informed decisions and to implement a strategy that aligns with your objectives. Our experts are always on hand to provide guidance on navigating constantly changing markets.
Wealth and investment services
We pride ourselves on supporting the wider needs of our clients. We utilise our expertise across a range of complex matters, including debt structuring, mergers and acquisitions and capital raising, helping you achieve your broader goals.
How we invest
Our expertise covers:
- Traditional assets: fixed income, equities, commodities, foreign exchange and cryptocurrencies.
- Alternatives: long/short equity, systematic & discretionary macro and alternative income including hedge funds and evergreen funds.
- Private assets: private debt, private equity, real assets, including closed-end programs and co-investments.
Our offering relies on four strong principles:
- the provision of investments selected from across the whole market
- bespoke investment solutions
- proprietary asset allocation
- cutting-edge fintech and advanced reporting technology
Our team
Our team’s mission is to help clients achieve investment success over time. We are committed to delivering institutional-grade investment expertise, matched with outstanding service to our clients.
Our dedicated team of 10 investment professionals designs bespoke investment solutions thanks to complementary skills ranging from asset allocation, portfolio management, fund selection, trading and macro-economics.
We are constantly interacting with our own private equity and liquid strategies teams, accessing real time market intelligence, industry networks and investment opportunities.
Who we serve
We harness our long-standing expertise in financial markets to provide a distinctive approach based on mutual trust, confidentiality and exceptional client experience.
Our clients include:
- High-net worth individuals / entrepreneurs
- Multi-generational families
- Family offices / private foundations / trusts
Many of our clients seek advice and support that goes beyond asset management. Our personal experience of managing our own family’s assets and understanding of governance enables us to provide advice on philanthropic duties and act as an impartial sounding board.
Client-centred solutions
We have a long history of managing bespoke mandates for discerning private investors and sophisticated institutions alike.Â
Our wealth management solutions are 100% bespoke as every portfolio is designed to realise tailored outcomes for each client.
We pride ourselves on supporting and working alongside established organisational set-ups or serving as a fully outsourced investment office.
Comprehensive investment expertise
We are recognised as one of the leading experts in fund allocation and selection. Our global footprint enables us to provide clients with access to a large range of high-quality investment solutions.
We take a 360° approach to investing across all asset classes, taking a whole of market approach to investment selection across liquid and alternative / private assets strategies.
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Cutting-edge technology
We fully embrace the digital revolution, harnessing technology to help our clients achieve financial peace of mind and take smarter investment decisions.
We use advanced monitoring technology to:
- Reduce operational risk and complexity
- Optimise asset allocation and cash management
- Provide best-in-class digital client reporting
Our systems allow us to aggregate portfolio holdings, simulate different economic scenarios and forecast cash-flows across all investments, providing our clients with superior levels of transparency and information.
Insights
- Wealth management
- Papers
After a decade of zero interest rate monetary policies that ended in a bloodshed for bond investors in 2022, the investment landscape has finally returned to a more traditional backdrop: higher rates and more attractive fixed income. Goldilocks and TINA (There Is No Alternative) are now gone and investors need to rethink asset allocation accordingly: fixed income, a long-time-no-see asset class is back in fashion and has a lot to offer in the next few years, especially compared to its riskier equity counterparts.
- Wealth management
- Papers
Is optimism warranted as we close the first half of 2023? The performance of equity markets in H1 could suggest so. Stocks have rallied as the macro environment has provided a relatively good mix of rapidly falling inflation with growth holding up and the largest part of rate hikes in this cycle now behind us. The latter effect seems to be driving sentiment, although central bankers have been clear that their inflation job is making progress but is not complete. In the second half of the year, investors will witness economies that are slowing as credit conditions deteriorate and financial stress coming and going on a regular basis.