Your Strategic Partner
We build multi-asset and single asset portfolios to your requirements. Portfolios can either use mutual funds or single line securities.
Our CIOs are experienced in providing advice to the investment committees of family offices through to sovereign wealth funds.
STRATEGIC AND TACTICAL ASSET ALLOCATION ADVICE
We provide strategic asset allocation research using different quantitative techniques to meet the client's requirements. Our team of strategists can provide practical, timely tactical allocation advice.
We produce primary research on markets and products as well as insights into current investment opportunities.
INVESTMENT DUE DILIGENCE
We provide a due diligence service on both liquid and illiquid products, from mutual funds to venture capital.
We support clients by sourcing ESG investments from our global network filtered with rigorous objectivity.