We’re investment professionals specialising in multi-asset investment strategies
Vision Statement
We are investment professionals specialising in multi-asset investment strategies designed to reduce risk and protect wealth
Multi Asset Portfolios
We work on the principle that a well-diversified investment portfolio reduces risk and produces steady growth. We choose a mix of asset classes to produce a portfolio that best matches your expected level of return and risk tolerance. We allocate to a number of different asset classes, including Equities, Bonds, Cash and Alternatives.
An example of the Asset classes we are currently using:
We work to strict mandates
We will invest your money, not speculate with it. The investment strategy that we agree with you imposes restrictions on what the investment managers can do. As an example if you are a conservative investor, looking to preserve your capital, the investment manager will not be able to invest all of your money in a Malaysian technology company.
Capital preservation or income is key, depending on circumstances
We understand that our clients will have varied aims for their investments. Capital Growth, for example saving for retirement. Maintaining Wealth by preserving and protecting existing capital, for example from the sale of a business. Providing a steady income, for example for those in retirement.
Investment Committee
We have an Investment Committee, who meet quarterly. The aim is to ensure a level of independent governance and diligence that our Investment Managers have and are continuing to meet their investment policy mandates in managing our clients money. The investment committee is made up of a number of well respected and qualified professionals with decades of experience between them, across a wide range of investment fields.
How we protect from rogue funds
How do we ensure that we do not invest in the next Madoff or Key Data?
Any fund that we wish to invest in must meet our stringent criteria on two levels, failure of either of these will prevent us from investing.
Investment Due Diligence
We analyse the investment strategy of the fund, assess the potential risks and rewards in the strategy and ensure that the interests of the fund line up with our clients.
Operational Due Diligence
We scrutinise all of the ‘unseen’ aspects of the fund, such as who is the custodian of the assets and where are they held, are there any potential gates or lock-ups on the holding and in what circumstances can they be applied, are there any tax or similar implications for the holding that may make it unsuitable for inclusion in certain portfolios, who provides valuations of the holding, along with many other checks.
