Bespoke solutions

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.

Beware the cult of the star manager or star Company

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.

Passive following of the herd is not our style

We are active asset allocators and our approach to investment management is in hunting for value through accessing numerous global sub-asset classes, providing maximum diversification and broadly lower risk exposure. 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 are whole market, global investors and do not have our own products or funds to sell to our clients. We select solely on merit and 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 investors with access to research from the best investment houses in the world

Global markets are not necessarily correlated. By having a global perspective, our clients benefit from tapping into undervalued sectors, factors and asset classes, ensuring foreign exchange risks are hedged or mitigated wherever possible.

Our access to research and our wide investment network enables us to stay at the forefront of the investment management industry. We continue to ‘sharpen the saw’ by examining new investment ideas and challenging traditional investment strategies.