Benefit from an experienced investor by your side
We’ll provide you with alternative assets advice for asset class strategy, sourcing managers and funds, portfolio construction and risk management. In implementing solutions, we use creative manager selection and robust management to produce prudent, risk-adjusted returns with a bias towards capital preservation.
Researching, appointing and monitoring of alternate asset managers
Designing, building and implementing investment programs
Delivering judgement across investment cycles with a track of excellent risk-adjusted returns
Providing extensive international experience and solid expertise in governance oversight
Providing knowledge and expertise
on a diverse range of new investment strategies and smaller asset classes
Open architecture framework permits use of a range of databases plus research on managers and funds from a variety of industry sources
Choose from three dynamic services
Choose the precise mix of services that best suit your needs from our three service modules. Mixing and matching ensures a bespoke service complementing your in-house resources. We can work directly with your service providers and other suppliers to combine our ideas into a tailored offering for your total investment plan.
Our services
01
Select, source, diligence and recommend
02
Once-off implementation services for each recommended fund
03
Ongoing fund and portfolio monitoring services
Services | Plan A | Plan B | Plan C | Plan D |
Familiarisation | ||||
01 Sourcing and Recommendation | ||||
02 Fund Implementation | ||||
03 Monitoring and Review |