We assist our clients in understanding and meeting their diverse investment objectives. We begin with a discussion around risk, experience and knowledge to ensure we work towards a solution that is suitable to you.

Risk control is critical as your attitude to risk can change with changing circumstances – we have robust controls in place to ensure we are able to monitor and react as this evolves over time.

After agreeing the objective set and realistic risk guidelines, we will then look to develop a strategic asset allocation in order to control the risk whilst maximising the total real return of a portfolio, net of costs and tax.

Within each asset class (Equities, Bonds, Alternatives and Cash) we will set minimum and maximum ranges that allows the portfolio to dynamically maneuver inside these asset allocations dependent on market conditions.

Ensuring that a portfolio cannot breach its strategic asset allocation parameters is an important aspect of risk control, which is central to our process.

The result is a highly diversified risk-controlled portfolio with the required flexibility to adapt to changing market conditions.

Once we have established the strategic asset allocation, we populate the portfolios using a blend of both passive and active managers as required.

We look to engage with external active managers that bring a specific skillset and new ideas to a portfolio. We look to work with focussed managers that have the flexibility to adapt their strategy dependant on market conditions.

Where possible we will use passive instruments such as Exchange Traded Funds (ETFs) to give core market exposure in order to minimise costs and enhance total return.

Our flexible, pragmatic approach enables us to co-ordinate and structure investment strategies across a broad range of asset classes, institutions, currency and jurisdictions.

We provide clear advice to our clients as to the optimal jurisdictions to hold their capital dependent on their specific circumstances and wishes. Our main booking jurisdictions include Guernsey, Hong Kong, Isle of Man, Jersey, Singapore and the UK.

Working with both private banks and brokerage platforms for the custody of our client’s assets we are able to use placing power to negotiate significantly with the banks and custodians to obtain optimal pricing for our clients.

As independent allocators of capital we are completely agnostic as to which jurisdiction or institution our clients assets are held in.

We provide ongoing portfolio monitoring to ensure your portfolio sits within our pre agreed parameters. Detailed, customisable quarterly reports give you a full breakdown of performance, allocation and valuation.
Our client portal provides you access to view your portfolio at your convenience.