We believe a multi-strategy, open-architecture approach, utilising specialist external investment strategies and providers, in concert with an internal private asset consulting approach to bring it all together in a disciplined and customised manner, is the model that best fits the needs, objectives and preferences of our clients.
We utilise a wide range of investment styles, vehicles and approaches from leading global and local investment houses and boutiques, combining them in a total portfolio context that best achieves goals while reflecting preferences and acknowledging constraints.
We utilise an investing approach we call “Portfolio-by-Design”. This approach draws on global research into the successful application of ‘Design-thinking’ across a range of industries and applies its key principles to the world of investing. It incorporates elements of Modern Portfolio Theory and Behavioural Finance which we believe better reflects the unique objectives and circumstances of successful, HNW clients.