Our flexible approach and service oriented culture extends to creating bespoke investment mandates for those clients who require something beyond our core offering.
We provide bespoke portfolios for your clients' and can accommodate other products & services on our platform, enabling us to provide a clear picture of all the clients investments in one report. Each portfolio is constructed in conjunction with you and your client and we ensure that you are aware of all tactical and strategic changes by regular meetings with you both.
These more sophisticated portfolios engage a number of methods in providing capital protection, including: Currency / FX, Insurance, Hedge funds and hedging of the portfolios themselves. This enables the portfolios to maintain low volatility and provide good steady returns.
Since 1991 our Balanced model portfolio has delivered an annualised return of 9.2% to the end of September 2011, against a target return of 8-10%.