It’s an undeniable fact that the growth of your assets is the most important objective of investment management. Every wealth manager will share that belief but what makes us special is how we achieve that goal. We put a strong emphasis on the delivery of liquidity and managing risk at both a security and portfolio level as we know this is the best way to ensure consistent returns no matter the market permutations.
To achieve this, we create diversified, multi-asset portfolios, all of which have a core allocation to global equities. Over the years, global-quoted equities have historically delivered positive real returns through multiple market cycles, however we are not afraid to look to find other ways of making your wealth grow.
Other asset classes such as fixed income, infrastructure and absolute-return funds allow us to diversify risk and optimise your portfolio, as well as to provide additional sources of income.
Every investment is associated with some risk, but you can rest assured that our investment philosophy is one with security and liquidity considerations at the fore. Our approach is underpinned by thorough bottom-up due diligence – we invest our clients’ portfolios only in markets and asset classes that we fully understand and believe will deliver strong, risk-adjusted long-term returns.