What makes us different?
Capital Preservation
Our multi-asset class diversified portfolios reduce risk as they are not over exposed to any one asset class. Thus allowing charity trustees to preserve capital and meet their commitments.
Personal Service
We commit to providing an excellent service by building a relationship with you and understanding your charities needs and appetite to risk. Our dedicated charities manager is available to respond to any queries you may have and will provide regular investment reports, valuations and recommendations.
Our Experience
We have over twenty one years’ experience of managing client assets and have established our track record through both the bull and bear markets. We have built our asset base from US$100million in 1992 to US$2.7 billion today.