Depending on your appetite for getting involved in managing your portfolio, we offer discretionary mandates, advisory mandates, or a mix of the two.
Our discretionary mandates seek to manage your assets in line with the long-term objectives you have agreed with our teams.
- Asset allocation mandates offer exposure to a portfolio including a variety of asset classes. Our balanced mandates can be run applying either a capital allocation model or our risk-based approach
- Single asset class mandates are based on a core portfolio defined by our research experts, and can be customised for special considerations such as sustainability or instrument restrictions
Almost half of our client assets are managed on a discretionary basis, a testimony to our expertise and the trust our clients put in us*.
* Note: This is more than twice the European average of c20%, according to Boston Consulting Group’s Global Wealth study, 2013.