Services
Our offering is bundled within a single advisory fee that includes a variety of key services
Reporting
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Multi-custodian consolidated reports
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Provide a clear picture of exposures and returns
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Consistent classification of all holdings on the basis of risk-return
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Complete flexibility to “slice and dice” portfolio of the individual holding level
Asset Allocation
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The building block of a coherent investment strategy
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Determines the risk-return profile of the portfolio as a whole
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In our view, the key driver of long-term returns
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Tailor-made using the tools of the asset management industry
Oversight
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Periodic monitoring of the client’s portfolio
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Review of third-party investment proposals
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Addresses over selling by banks and helps portfolios to be aligned with agreed asset allocation
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We are typically the only ones with access to your entire portfolio
Fund Selection
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Independent evaluation of funds and managers
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Manager selection not restricted by distribution agreements with any managers or bank
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“Open” architecture with no fee-sharing agreements with any managers or bank
Tactical Investing
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Opportunistic investments with a shorter-term horizon
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We have access to the research of several of the world’s largest investment banks (2017, as ranked by Statista)
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Not restricted by a “house” view that may be different from our own
Pricing Advisory
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Review of banks’ current charges and analysis of fees
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Inconsistencies between firms can deliver substantial savings
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Competitive bidding between banks we believe may help drive down fees
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Transparent fee-negotiation process with custodians
Connect with Our Skilled Team
A skilled team with experience in banking and financial markets in the USA, Europe and Latin America.