Customised Portfolios

Portfolio solutions tailored to client specific needs

 

Portfolio Diagnosis

Independent review of portfolios managed by other parties to assess consistency with risk/return objectives

 

Restructuring

Restructure existing portfolios previously managed by other parties

 

Targeted Search

Identify top managers to meet specific client driven theme or strategy search

 

Tail Hedge

Hedging a portfolio against extreme tail events: portfolio insurance

 

Side Pocket Management

Assist clients in managing side pockets/illiquid positions to maximise value and/or liquidity

 

Seeding Deals

Pooling investors for seeding of specific managers with enhanced economics/revenue share