How We Approach Investment Strategy
Allocation is set against your objectives, time horizon and liquidity needs, documented in an investment policy, then implemented through managers and custodians selected on merit.
Strategic Asset Allocation
We set the long-term allocation across public markets, private markets and real assets, sized to your objectives, horizon and liquidity requirements, and reviewed as circumstances change.
Learn More
Manager and
Mandate Selection
Managers are selected against a written mandate and monitored on cost, risk and performance. Selection is independent of any product relationship, and underperformance is acted on.
Learn More
Global
Implementation
Allocations are executed across custodians and jurisdictions and coordinated with your structures, so exposure, reporting and control remain aligned wherever the assets sit.
Learn MoreAllocation That Holds Its Shape
Many families hold assets without an investment policy. We write down the objectives, the allocation ranges, the rebalancing discipline and the decision rights, so allocation is judged against an agreed framework rather than against the mood of the market.
Investment Policy
Objectives, allocation ranges and decision rights are documented, so the family and its advisers work from the same framework rather than from memory.
Learn More
Risk and Liquidity
Liquidity is planned against known commitments, capital calls and family needs, to reduce the risk of forced sales at the wrong moment.
Learn More
Independent Oversight
We monitor exposure, cost and performance across managers and custodians, and report on the whole balance sheet rather than on a single account.
Learn MoreStart With the Framework
Before the next allocation decision, it is worth agreeing the framework it will be judged against. Our advisory desk is available for a private discussion.