Download our Third Quarter 2019 Review, with features from our Investment Team as well as news from Capital Internationa
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:
PRISM offers a full spectrum of defined risk-return profiles to match a broad range of requirements and objectives. It is a colourful investment tool that helps people save for any number of life events.
Fusion is an ideal service for financial planners whose clients need a good value independent discretionary manager, with a proven performance track record and an easy to understand investment strategy.
For clients who seek a more in depth discretionary solution. Our investment team can build portfolios accessing direct instruments, including equities and bonds, in addition to more traditional collective investment schemes.