We provide bespoke portfolio management services to institutional investors, including segregated managed accounts. These services retain the full scope of the firm’s asset management and risk monitoring capabilities, although they are performed in line with each investor’s specific requirements.
In providing bespoke services, we consider such elements as sensitivity to valuation volatility, rating requirements, capital allocation and sectoral preferences. Reporting content and timing is tailored to the client’s needs. Assets are held at all times in a ring-fenced account owned and controlled by the client.