This specialist unit provides a bespoke and tailored service embracing clients' total investment portfolios. The unit provides expertise in disciplined portfolio structuring, as well as an active advisory service, shaped around the client's investment preferences and risk appetite.
Areas of expertise include:
- Multi Asset, Multi Manager Portfolio Advisory
- Portfolio Review, Analysis and Investment Recommendations
- Fee and Service Provider Optimization and Due Diligence
- Discretionary Portfolio Management
- Single Client and Family Office Fund Solutions
- Portfolio Restructuring, Disposal and Risk Overlays
