Advisory and Discretionary Portfolio Management
If you prefer to make your own investment decisions but are seeking expert advice on the composition of your portfolio and / or on individual investments / trades, our advisory service is designed for you.
We assess your requirements, goals and existing portfolio and lend our expertise to provide you with suitable, optimal advice.
Managed bespoke portfolios
Constructed to meet your objectives, your portfolio is based on our relative value analysis and fundamental research, underpinned by our profound expertise in global equity and bond markets.
We combine highly liquid securities with electronically traded market instruments including derivatives and Exchange Traded Funds in a multi-layered investment process to create an appropriate and suitable portfolio for you.
We then actively and discretionary manage your portfolio and keep you up to date with regular, easy to digest reporting.
Managed model portfolios
We are running four standard investment portfolios, with risk-return profiles set to match the differing levels of risk appetite. In every case, our target is to maintain the credit and risk profile of a chosen investment market benchmark but in comparison, deliver superior returns.