Discretionary Investment Management
Actively managed investment portfolio services with strong performance and embedded protection
Financial Advisers use our services to provide retail clients with the benefits of professional investment management services previously only available to institutional clients
Discretionary and Bespoke
We take care of your clients’ portfolios, so they can benefit from an actively managed model portfolio service suitable to their risk profile and investment objectives.
Protection
We put a great emphasis on preserving clients’ money. We construct investment portfolios, which systematically and significantly outperform benchmarks in market downturns.
Portfolio Service
We carefully select funds for our range of portfolios. The funds are systematically assessed for their ability to harvest risk premiums in the most effective way and are continuously monitored to identify emerging risks and opportunities.
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Latest News
The second quarter brought a flow of good news despite a sizable drawdown related to the peak of inflation fear in the middle of May. Overall, portfolios achieved positive returns close to 1.7% across all series and risk levels.
Global equity markets climbed to new highs in the first quarter of 2021. Income growth, record household net worth and high private savings point to support for consumer spending as the pandemic constraints subside.
In 2020, despite the pandemic shortfall, the portfolios performance has remained strong year-on-year, both in absolute terms and relative to the corresponding benchmarks. In the last four quarters, we have seen around 10% return in Active portfolios and 7% in Optima, with an outperformance compared to the benchmark of 9% and 6% respectively.
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