Example Clients

Families /
Private Offices

CASE STUDIES

1. Successful Entrepreneur who Sold Family Business.

Established Investment Committee to help steward consolidated assets across public and private markets and real estate.

Principal retains control with ongoing advice/ guidance and family/next gens involvement.

Established clear overall strategy, simplified and rationalised poor active managers, improved overall design with shift global + low cost ETFs and added proven specialist active managers. Plus introduced clear consolidated reporting.

2. UK Individual Client Seeking Managed Portfolio to Preserve and Enhance Savings / Inherited Capital After Inflation While Generating Some Premium Income.

  • Strong personal values reflected in investment design and implementation.

  • US citizen tailoring also required.

Professionals

CASE STUDIES

1. Private Capital / Private Equity & Corporate Advisory Boutique

Needed insourced expertise on Public Markets and /or US clients.

2. Private Investment Office

Existing UK family investment committee including Accountant, consolidated reporting by Private Office, Investment Consultant, with direct P/E access through existing network, but needed experienced fund manager for insights, public market experience, better ongoing measurement and monitoring of managers, ongoing advice and execution of investment strategy.

3. Top IFA Firm

Large complex client not suitable for standard IFA platforms or in-house expertise. Needed specialist asset manager to assist in the design and implementation of a bespoke investment solution.

Restrictions include ethical preference, tax constraints, existing private bank lending against the portfolio. Managed portfolio and execution only portfolios. Consolidated reporting across multiple custodians.

Trustees

CASE STUDIES

1. Professional Trustees with Substantial Discretionary Trust for the Benefit of UK/US Minor Long Term.

  • Multiple active investment managers.

  • High Fees.

  • Poor Results for the cost.

  • GBP needs to transition to USD.

  • Fee review, results review and action plan.

  • Established consolidated reporting across holdings.

  • Managed global USD growth portfolio with specialist active and low cost ETFs plus direct investment in global stocks for tax efficiency.

  • Increasing overall USD exposure over time to align with beneficiary.