WE CATER TO EACH OF OUR CLIENTS, individually.

Private portfolios

All our private portfolios are designed with bespoke investment strategies matching individual requirements and in line with our investment philosophy. As we assemble our portfolios, we consider clients’ needs in terms of target return, risk, investment horizon, liquidity and cash yield, asset class and currency allocation. As such we can flexibly tailor new portfolios around already invested assets. We also consider our clients’ requirements for ethical investments. While our clients’ needs may change as they undergo different life stages, so too can their investment strategies. 

The management of our client’s investment assets is done through the power of attorney and in separate private accounts held in the name of the client. To achieve diversification in both public and private markets we specialize in alternative investment solutions such as private equity, absolute return, and real assets. 

We are fully immersed in portfolio creation which is reflected in our investment strategies that are carefully designed to be diversified over the entire investment spectrum. This strategy allows us to deliver a better risk-return profile than traditional portfolios. In order to facilitate normally inaccessible investments, we search for unique investment opportunities through the creation of “Investment Clubs”.  Operating on institutional terms, allows for more efficiency than individual investors can offer. 

Ultimately, all our investment results are reported to our clients on a quarterly basis and in person.