For those clients looking for further diversification in their investment portfolio, our aim is to build bespoke solutions that are tailored to each client’s
specific needs and aspirations. Through construction of a multi-asset class portfolio, our bespoke service can deliver:
- low historical correlation to equities and bonds
- liability-driven Income generation
- a degree of inflation protection – both directly and indirectly
- bespoke risk-adjusted returns
- diversification across a wider range of sub-sectors.
We pride ourselves that we can offer our bespoke service at a much lower starting point than other typical discretionary fund managers, with a
minimum investment level of just £125,000.