- Investment Philosophy
Investment Management Services
Having a portfolio of investments tailored to your needs is essential to your long-term success.
The Family Office: Growing & Preserving Wealth
Investment management is much more than simply buying and selling assets. It’s about designing a robust investment strategy that suits the unique needs, preferences, and lifestyle of the investor. Good investment management requires international diversification of assets. Exceptional managers will unlock exclusive private market opportunities too.
We are the investment managers of choice for 200+ affluent individuals and their families. We build and manage superior investment portfolios. Portfolios which are custom-made around each client’s unique risk tolerance, time horizon and goals.
Achieving your financial legacy is straightforward and hassle-free. Speak to one of our leading advisors today.
Why investment is key to wealth management
The challenge of investment and wealth management
A staggering 70% of wealthy families lose their fortune by the second generation, and 90% lose it by the third generation. Grandchildren are left with nothing to pass on.
With the correct investment managers, this can be avoided. Grandchildren can thrive on long-lasting income streams which will continue to grow generation after generation. Our leading experts can make this happen. We preserve and grow your wealth for children, grandchildren, great grandchildren and beyond.
Investment planning to suit your lifestyle
We design the investment plan around you. Your life goals, your time horizon and your attitude to risk are at the heart of your tailor-made financial plan. Whether you’re seeking family wealth investment, retirement investment strategies or more, we’ve got you covered.
Our leading experts have decades of experience in growing assets, preserving wealth, creating and transferring income from generation to generation. We’ll take care of the day-to-day management of your wealth so you can relax and focus on enjoying your spare time.
Our Approach: Earning your trust
We do not ask our clients to trust us. We earn their trust, building a relationship based on honesty, openness and integrity. At the heart of this is making the best possible investment decisions.
For many of our clients, we adopt a long-term investment approach called the Endowment model. This is a non-traditional investment style, used by most Ivy League universities, such as Harvard and Yale. Instead of speculating on public market stocks, where returns can be limited, endowment investment managers, like ourselves, seek gains elsewhere, away from the standard routes.
Alternative assets, such as private market investments usually make up around 75% of endowment portfolios. Clients who commit to this long-term investment style can benefit from superior opportunities, exceptional diversification, and the illiquidity premium.
Using expert researchers and extraordinary connections, we find assets that are not available on the public stock market. We source exclusive private opportunities from exceptional companies, brimming with potential.
Client-led and community-driven, we can help you to protect and grow your financial legacy for generations upon generations. As leaders in endowment investing, we offer superior family wealth planning solutions.
The Family Office Investment Philosophy
We believe that growing your wealth should be straightforward and hassle-free. We take the stress away from clients. Our clients can relax, knowing that their wealth is cared for, in the hands of experts.
Our investment philosophy focuses on achieving five core aims:
The Family Office Investment Principles
Complementing our investment philosophy are our investment principles. These rules are at the heart of our investment process, and govern how we deliver returns for our clients:
We enjoy strong relationships with world-class managers, including Goldman Sachs, Blackrock, KKR, The Carlyle Group and more.
By partnering with global firms, and worldwide consumer brands, we can secure favourable investment terms for our clients that are not available to other investors.With local experts positioned across the globe, we can source and unlock even more private investment opportunities which are off-limits to others.
Proven Track Record
Since our inception 17 years ago, our clients have benefited from impressive average annual returns of 6.42%. We’ve outperformed the stock market (S&P 500) and mitigated risk levels for clients by incorporating private assets. Our clients have taken advantage of richer sources of revenue, with less volatility overall.
Thanks to our strong performance and investment philosophy, partners and clients have steadily grown to trust us more and moreover the years. We now manage $2 billion worth of assets for our 200+ valued clients. We have more than 90 employees across six global offices. Best of all, we are 100% independent, ensuring that our investment decisions are always impartial and truly for our clients’ best interests.
We do not speculate on one or two assets. We create a robust, global strategy which spans public and private markets. We build exceptionally well-diversified investment portfolios, designed to last for generations.
Reduced Financial Risk
With this approach, clients also benefit from privacy and favorable tax treatment, so you and your family can enjoy more of your returns.
Personalised Solutions with Expert Consultants
Personal and professional guidance could be just a conversation away.
Talk To Our Financial Experts
Get Started On Your Customized Investment Strategy
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