Our Process

Our Process

Analysis and Research

  • Identify and Scrutinize Appropriate Investments
  • Quantitative Analysis
  • Key Performance Drivers – Regulation
  • Risk Management
  • Track Record

Allocation of Assets

Construct portfolio strategies that are bespoke to a range of risk profiles

  • Maintain Liquidity
  • Build Diversification
  • Set Performance Targets
  • Challenge Accepted Risk Assessments

Selection

Design Conviction-Weighted Strategies

  • Allocate a Wealth Manager with Competitive Advantage
  • The Best Ideas from the Best Institutions
  • Balance Opportunity with Risk
  • c.15 Funds per Strategy

Management

Supervising each Investment to Ensure Ongoing Suitability

  • Proactive Decision Making
  • Ongoing Interaction with Fund Managers
  • Weekly Investment Committee
  • Daily Market and News Flow Monitoring