Expert Investment Management

Our investment management services draw on our extensive, specialist knowledge to mitigate risk and ensure growth for your investments, while simultaneously having a positive impact on the world. These services draw on decades of expertise in managing diverse portfolios in complex regulatory environments to actively steer your portfolio towards meeting your unique investment objectives.

Fiduciary Management

What we do

Our customised investment strategies are built on over 20 years’ experience in creating investment strategies for some of the world’s largest institutional investors. We work with our clients to continuously progress and perfect governance, manage investments safely, produce excellent returns and, most importantly, ensure that their best interests are at the heart of everything we do.
Ensuring tactical decisions are acted on without delay, our world-class investment administration teams execute asset allocations as required, ensuring market fluctuations are responded to swiftly. We also make sure accounting and fiduciary requirements are met with a comprehensive toolkit of regulatory compliance services and investment accounting, all the while ensuring trustees are kept up to date on operations and activity.
Our advanced monitoring and analytical tools, as well as our deep understanding of the markets and our clients’ needs, allow us to produce regular and highly accurate reports, which in turn allows us to make the right decisions in both the long and short term. Our investment monitoring service is built on our experience managing highly complex institutional portfolios, and this knowledge allows us to process data and extract pertinent insights which inform the investment strategy for each of our clients.
How we do it


Advanced tools
Over our history, we have established ourselves as strong technical experts. This has been the foundation that has allowed us to build several proprietary investment models and systems. These systems and models are customisable and allow us to build complex investment strategies while offering simple solutions to our clients.


Specialist teams
Our experienced specialist teams, from investment research to implementation and consulting, give us the benefit of being experts in respective areas while ensuring all our clients’ needs are covered timeously and efficiently. By combining the expertise of our specialist teams, we can offer our clients a multifaceted service.


Proven Track Record
Our experience in the markets we work within and our strong technical background, together with the skills we have honed in identifying and selecting fund managers, go back nearly 20 years and have provided our clients with market-beating returns and innovative strategies over many periods and across asset classes.
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