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Discretionary Portfolio Management
Our focus is simple: To understand the goals you have for your family, business, and retirement, then design a bespoke investment solution to fulfil that vision and leave a legacy.
We are ready to be there for the long haul, making your money work for you, for your peace of mind.
At a Glance
Investment solutions tailored to your goals
How We Construct Your Portfolios
Your Relationship Manager will assess your risk profile to craft a bespoke solution through our four strategic approaches:
- Strategic Asset Allocation
- Tactical Asset Allocation
- Market Positioning
- Security Selection
Strategic Asset Allocation
You select a portfolio mix that matches your long-term objectives.
Tactical Asset Allocation
Investment opportunities underlie different asset classes during an economic cycle. The image below highlights that no single asset class has consistently remained the best performer across the years.
We stay nimble and adjust your asset allocation to take advantage of dynamic market conditions and navigate short-term market fluctuations.
When constructing your portfolio, we navigate changing credit and interest rate environments, and identify emerging trends and investment opportunities across regions, sectors, and market segments.
We select the most efficient securities to optimise returns.
How We Manage Risks
As we build your portfolio, we keep a close eye on risks. We monitor and manage risk exposure in:
- Asset allocation
- Regional exposure
- Sector exposure
- Currency risk
- Counterparty risk
- Concentration risk
There is a DPM mandate to suit your specific needs. You can build a global core portfolio, design a bespoke portfolio centred on your goals, or create one to complement your existing portfolio.