Full discretionary management or pick and choose
Our advisory services are tailor-made to each client’s needs. There is no prescribed formula. We can offer our clients full discretionary management or they can pick and choose, in any combination, from an array of services including:
- Suggestion of an investment idea or summary of potential investments within an opportunity set
- Investment due diligence on specific funds
- Operational due diligence on specific funds
- Megatrend investing input and asset allocation
In each case we make sure to incorporate the client’s risk, return, liquidity and ‘ESG’ preferences as well as any other requirements the client may have.