Investment Strategies

In addition to bespoke consulting services, we offer clients an array of managed investment strategies. These cater for a broad range of investment return requirements and risk considerations.

The team’s in-house capabilities span both traditional and alternative asset classes, from across multiple jurisdictions. Asset allocation is typically diversified across a range of asset classes using predominantly listed securities such as equities, bonds and gilts, as well as some specialist funds.

Full detailed reporting is sent electronically to the client on a quarterly basis with online valuation access available 24 hours a day.

Our investment strategies are offered through three innovative products: