We cater to private and institutional clients considering bespoke investment management while achieving a consistent performance. Through an in-depth interactive approach, we clearly define the respective investment objectives & guidelines and build a portfolio tailored to our clients’ requirements. Although the approach is personalized, we follow the advanced portfolio management techniques and rigorous process of institutional asset management:
All portfolios are customized and reviewed together with the client on a regular basis in a consolidated format to chalk out the next course of action.
With the use of sophisticated risk control tools and the selection of the best in-house and outside talent, we offer modern investment management that truly lives up to the expectations of private and institutional investors.
Our management is based on an active, dynamic and opportunistic strategy which is linked to an in-depth knowledge of financial markets.
We have developed in-house distinctive Global Macro Strategy which generates alpha in all market regimes. The underlying exposure of asset classes – FX, Liquid EM FX, Equity Index Futures and G5 Rates futures proves a hedging strategy in the investment portfolio.
Our asset management extends beyond the context of traditional liquid wealth to include Pre-IPO deals and exceptional alternative investments opportunities.
Our expertise is available either through our investment fund or by way of segregated investment mandates.
We offer an end-to-end service, covering all aspects of wealth and estate planning. We assist in provision for future generations, in domiciliation, support in establishing vehicles such as trusts, foundations and companies that securely hold your assets.
Our proactive approach allows us to anticipate changes in circumstances, ensuring each solution remains ahead of the curve and optimal for the purposes for which it was established.