Our discretionary service is highly flexible and brings the full capabilities of our global experiences and expertise to your portfolio.
We provide a tailored investment solution wherein we formulate an appropriate strategy based on our understanding of your individual investment parameters, circumstances, aspirations and risk profile.
Our modular portfolios are constructed to cater for a range of risk mandates, and can be based in Sterling, US Dollar or Euro.
These actively managed portfolios have a strong history of success in all market conditions and show sustained outperformance against peers.
Although there are upper limits regarding risk asset allocations within each model portfolio, we retain full freedom on portfolio construction depending on the market conditions, in line with our focus on risk management and capital protection.