Our investment management services form the foundation of our wealth preservation and growth strategies, combining sophisticated portfolio construction with global market access. We employ a disciplined, research-driven approach that emphasises capital preservation while capturing measured growth opportunities across developed and emerging markets, ensuring each family’s portfolio reflects their unique risk tolerance, liquidity requirements and long-term objectives.
We develop long-term investment frameworks that balance growth opportunities with risk management, incorporating both liquid and illiquid assets to optimise returns while maintaining appropriate liquidity for family needs. Our approach considers expected returns, volatility patterns and correlation structures across asset classes to create resilient portfolios.
Our equity investments span developed and emerging markets, incorporating both public securities and private opportunities. We employ fundamental research-driven approaches, focusing on quality companies with sustainable competitive advantages and strong governance structures that align with family values.
Sophisticated bond portfolios encompassing government securities, corporate credit and alternative fixed income strategies. Our fixed income allocation serves as both a defensive component and yield generator, with careful attention to duration risk and credit quality across global markets.
Active currency positioning and hedging strategies protect international portfolios from adverse exchange rate movements while capturing opportunities from currency trends. We employ both systematic and tactical approaches to currency exposure management.
Carefully selected fund commitments across growth, buyout and special situations strategies. We focus on established managers with proven track records, targeting median returns of 14% with top-tier performers achieving 30% returns. Our due diligence process encompasses fund strategy, management quality, portfolio construction and alignment of interests.
Strategic investments in high-growth companies and innovative sectors, providing exposure to technological disruption and emerging business models. We partner with top-decile managers given the performance dispersion in this asset class, where superior managers are essential for achieving target returns.
Direct property investments and fund allocations across commercial, residential and specialised real estate sectors. Our real estate strategy encompasses both income-generating properties and development opportunities, with geographic diversification across established and emerging markets.
Access to premier hedge fund managers across various strategies including long/short equity, credit, global macro and event-driven approaches. We conduct rigorous due diligence on fund managers, focusing on risk-adjusted returns, operational infrastructure and strategy sustainability.
Lending opportunities and structured credit investments that provide attractive risk-adjusted returns while diversifying traditional credit exposure. This includes direct lending, distressed credit and structured finance opportunities typically unavailable to individual investors.
Strategic allocations to collectibles, art, precious metals and other tangible assets that provide inflation protection and portfolio diversification. These investments often carry personal significance for families while contributing to overall portfolio resilience.
Comprehensive evaluation of hundreds of investment managers annually across all asset classes, employing rigorous quantitative and qualitative analysis to identify superior opportunities. Our investment committee provides global tactical asset allocation guidance through collaboration with specialists across multiple jurisdictions.
Sophisticated reporting and analytics capabilities providing consolidated views of all family investments with comprehensive performance attribution and risk analysis. Our online platforms enable real-time portfolio monitoring and transparent performance reporting.
Comprehensive risk assessment and management services encompassing market risk, liquidity risk, operational risk and concentration risk across all portfolio components. We employ both quantitative models and qualitative assessment to identify and mitigate potential risks.
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