Asset allocation: definition and implementation of both strategic and tactical decisions. 

Investment selection: analysis, selection and ongoing monitoring of actively managed funds, index trackers and individual securities in each asset class and across geographies.

Risk management: our teams continuously monitor market and operational risk both within individual portfolios and across our selection of managers.

For clients who wish to maintain legacy portfolios, we also offer an advisory service which consists of the following:

Consolidated asset allocation and risk management: advising on your spread of assets by class, style and region, ensuring you avoid unnecessary risk.

Mandate and fee monitoring: advising you on whether your managers are performing to their mandates and not charging undue amounts.

Reporting: giving you a single, clear, integrated picture of your wealth rather than a series of scattered snapshots.

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