Approach

Our investment approach does not utilise internal managers who select direct investments rather we access funds managed by industry leading managers with distinct strategies and track records of out-performance. We utilise a wide range of investment strategies including a specific focus on private equity and other non-publicly listed asset classes such as real estate and credit.

Successfully delivering this service requires an ability to source from a large universe of leading fund strategies and we leverage off the expertise and manager access of our partner custodian banks to achieve this.

An outcomes-based approach focussed on the specific requirements of individuals and families with significant wealth is our core competency. Understanding the intergenerational mindset of these families with the ability to populate investment portfolios with significant allocations to longer term investment assets.