Institutional Portfolio Services

Our Institutional Portfolio Services are designed specifically to meet the investment requirements of a broad range of corporate bodies, institutions and NGOs. Understanding that each organisation has different needs, objectives, investment horizons and future liabilities to meet, we have developed a range of portfolios to suit all circumstances.

The key to successful portfolio construction lies in real diversification across a spread of non-correlated assets, and the flexibility to adopt a multi-asset class approach. We continually evaluate and analyse market conditions in virtually every sector, asset class, currency and geographical location, and it is our aim to pro-actively reduce risk whenever necessary.


It is our aim to help to grow your company’s assets consistently over time, a philosophy known as “Absolute Returns”. To achieve this, we utilise cutting-edge portfolio optimization software to deliver an “efficiency equilibrium” - a precise method for measuring risk/reward desirability, and structuring a portfolio accordingly.

We are committed to first preserving – then growing - your company’s capital, and it is this fundamental focus on asset allocation and risk control that allows a portfolio to outperform all others.
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