As an institution, you need more than another short-dated Fixed Income fund or ‘off-the-peg’ investment solution. Our team of experienced industry specialists focus on advising you on the most appropriate strategy, tailored for your business, and then implementing this in the most effective and capital efficient manner.
Our adviser-led team offers a full end-to-end proposition; from identifying objectives and risk appetite to designing a framework, and from portfolio construction and management, to ongoing monitoring and reporting. We can even help you with finding a custodian.
We are not just an asset manager. We like to think of ourselves as your outsourced CIO.
Like our client relationships, our investment approach is for the long term. We are focused on building portfolios of quality assets that will provide stability across all kinds of market environments.
Our portfolios focus on capital preservation first and foremost, only taking risk where we are adequately compensated and supported by our macroeconomic analysis. We target your objectives, rather than a generic benchmark, and view performance in absolute rather than relative terms.
Our all-inclusive management fee is cost effective, fully transparent and covers all aspects of portfolio management. We manage over $1.2 bn on behalf of insurers and supranational organisations globally and are an independently owned wealth manager with 30 years of experience.
London & Capital’s specialist institutional practice has been built with the specific needs of insurers in mind.
We have over 15 years’ experience working with global insurance clients, supported by a team of insurance professionals who are dedicated to the sector.
We deliver a full end-to-end service that includes developing a strategy and providing straightforward investment management.
If you are a client, please login to our Clearwater Reporting Platform, here.
UNDERSTANDING YOUR BUSINESS
Understanding your underwriting lines, your liability profile, your claims profile, as well as your capital position, is essential to our process. We will work with you to assess your long term objectives, liquidity and cash flow requirements in order to develop an effective strategic plan, contributing to the right benchmark, risk appetite and asset mix.
Informed decisions are essential. We will carry out training sessions and workshops with you to ensure that your management team and Board are aware of emerging investment trends and understand your investments, as well as the associated risks.
HOW WE WILL FURTHER SUPPORT YOU
- Work with you to define your investment guidelines, which will form part of your discretionary management agreement with us
- Produce an investment policy statement that will include your risk profile and permitted asset classes
- Provide ongoing macro, market, technical and credit evaluation
- Stress test your portfolio and actively manage risk
Like our client relationships, our investment approach is for the long term.
We are focused on building portfolios of quality assets that will provide stability across all kinds of market environments. Our portfolios are designed to compound growth but, importantly, control downside risk and preserve capital in adverse economic conditions and financial market stress.
We believe delivering at these times, when it matters most, is crucial to outperforming the market over the long term and enhancing client wealth.
Read more about our Investment Philosophy HERE.