Take A Step Inside

Take A Step Inside

“Our autonomy enables us to identify the best opportunities without comprise”

Investment Funds

We administer investments on behalf of our clients in regulated investment funds as well as individual portfolios which are provided by some of the world’s best fund managers.

The world of investment funds is enormous, however, the number within these ranks that steadily add value and outperform is relatively small. This is the reason why we allocate substantial resources to identify, evaluate, meet and monitor those who find themselves in this outstanding group, a combined effort that takes us to every corner of the globe.

Through using investment funds in a portfolio is a superb way to leverage our resources and expertise with our managers drawing on substantial teams of analysts and researchers across the globe, identifying appropriate investment opportunities that through design provide outperformance.

By working alongside active wealth managers, who are not limited by accepted benchmarks our clients are assured that they have the vanguard of proactively and diversified managed portfolios which are strategically diluted over a wide range of investment styles, risk profiles, asset classes and territories.

Our choice of investment funds includes traditional asset classes as well as more specific funds that are centred on distinctive sectors which include alternatives, small-cap and emerging markets. The portfolios of our clients benefit from the ability to alter exposures across all of these sectors at any stage during the investment cycle.

A significant role within our investment thinking is liquidity and with this in mind, the majority of the investment funds that we use trade daily and are completely regulated.