INSTITUTIONAL INVESTMENT SOLUTIONS

Our asset management service delivers institutional-quality investment strategies to pension funds, charities, foundations, and professional investors. We bring the same rigorous approach to research, risk management, and portfolio construction that large institutional investors demand.

With a focus on long-term value creation and risk-adjusted returns, we help institutional clients achieve their investment objectives while meeting their fiduciary responsibilities.

INVESTMENT STRATEGIES

Diversified strategies designed to meet different objectives

Multi-Asset

Diversified portfolios spanning equities, fixed income, and alternative assets, dynamically allocated based on market conditions and client objectives.

Equity

Concentrated portfolios of high-quality equities selected through rigorous fundamental analysis, with a focus on long-term value creation.

Fixed Income

Carefully constructed bond portfolios designed to generate stable income while managing interest rate and credit risk appropriately.

Balanced

Traditional balanced mandates combining growth assets with defensive holdings, suitable for pension funds and long-term investors.

ESG-Integrated

Strategies that incorporate environmental, social, and governance factors into the investment process, for clients with sustainability objectives.

Custom Solutions

Bespoke investment solutions tailored to specific client requirements, liability profiles, or regulatory constraints.

WHO WE SERVE

Pension Funds

We work with defined benefit and defined contribution pension schemes, providing investment strategies aligned with liability profiles and funding objectives. Our approach helps trustees meet their fiduciary duties while targeting appropriate returns.

Charities & Foundations

We understand the unique needs of charitable organisations, balancing the requirement to generate income for current activities with the need to preserve capital for future generations.

Professional Investors

For professional and qualifying investors seeking sophisticated investment strategies with a long-term focus, we offer access to our institutional capabilities.

Family Offices

We partner with family offices to provide investment management services, either as a primary manager or as part of a multi-manager structure.

OUR PROCESS

Strategic Asset Allocation

We work with clients to determine the optimal long-term asset allocation based on their objectives, risk tolerance, time horizon, and any specific constraints.

Manager Research & Selection

Where appropriate, we conduct thorough due diligence on external managers, selecting only those that meet our rigorous standards for investment process, risk management, and operational quality.

Portfolio Construction

We construct portfolios that implement the strategic asset allocation efficiently, managing risks at both the individual security and total portfolio level.

Ongoing Monitoring

We continuously monitor portfolios and markets, making adjustments as needed while maintaining a long-term perspective.

Reporting & Communication

We provide comprehensive, transparent reporting and maintain regular communication with clients and their advisors.

ASSET MANAGEMENT