It’s what we do

We tailor our clients portfolios specifically around their objectives, risk parameters and individual circumstances

• Unlike most traditional wealth managers and private banks, we also structure our clients portfolios using tax efficient wrappers wherever possible. This allows us to implement a joined-up strategy and roadmap that incorporates your appetite to risk, income requirements, future capital expenditure and time horizons.

  In addition, we also help to manage the totality of your affairs, including your family business assets, private equity positions, property portfolios and foreign exchange risks.

We do not believe that selecting individual star managers or companies is the best way to allocate risk and generate consistent returns

• Empirical evidence highlights the fact that the most efficient and consistent way to generate high quality positive returns is through long-term investment in multiple asset classes.

We do not believe in passive, “buy and hold” strategies or lazy investment management strategies that simply follow the market

• Our very essence and approach to investment management is in hunting for value through accessing numerous global sub-asset classes, in order to provide maximum diversification and broadly lower risk exposure. Our sub-asset classes include large and small global cap equities, global bonds, fixed income, commodities, listed private equity, hedge funds and alternatives.

We are active asset allocators

• We believe that our active approach allows us to make bold decisions when appropriate. This enables us to invest in undervalued assets throughout the investment lifecycle, even when certain markets are under pressure.

We use “active tactical tilts” to maximise returns and reduce risk

• Our proprietary and unique tactical tilt process allows us to freely adjust our allocations when opportunities prevail.

  Tilting our clients portfolios towards undervalued sub-asset classes is a powerful way to manage portfolios in order to preserve capital and earn excess returns.

Unlike most large financial institutions, we do not sell expensive, proprietary products. We select our investments on merit alone

• We are whole of market, global investors and do not have our own products or funds to sell to our clients.

  We select solely on merit.

  We will not select opaque funds with expensive fees in an attempt to increase returns.

  We will not invest in illiquid instruments, or ones that carry unknown or unquantified investment or tax risks.

  We always invest in liquid, transparent and cost-effective instruments.

  We are global market investors.