discretionary portfolio management.
Managing wealth is complex. Understanding today’s financial markets, evaluating investments, judging risk and reward is hard. Many of our clients lead busy lives and prefer to delegate this responsibility to us.
We pride ourselves on building close ties with you. This allows us to create a wealth management strategy that meets your needs and priorities and maximises the potential of your assets.
preserving and growing wealth – your discretionary investment mandate.
The way we build your discretionary investment portfolio will depend on your individual goals, appetite for risk, personal and tax circumstances, return expectations and time horizon.
Having established your investment objectives and tax requirements, we define your investment strategy, evaluate and select investments to build your portfolio, and review it over time to ensure it stays relevant to your needs.
sophisticated investing made simple.
We combine big picture economic views with detailed analysis of individual investment opportunities. Our macroeconomists and strategists supply the former, while our teams of analysts conduct in-depth research into countries and companies worldwide.
We construct the underlying allocation of assets within your portfolio based on long-term trends that drive investment returns.
These include macroeconomic factors such as growth, inflation, interest rates, credit, and liquidity, as well as ‘style’ factors such as value, volatility, size, quality and momentum.
Having constructed a strategic allocation of your assets, we then actively adjust your portfolio to exploit market trends and conditions, with the aim of managing risk and improving returns.
our investment philosophy.
We believe in active investing, based on fundamental research. Each of our investment decisions is backed by in-house analysis; each is supported by rigorous risk management.
We believe in portfolio diversification – spreading the risk in your portfolio across a range of assets that perform differently under different market conditions.
We believe that sustainable investing is the key to future investment performance and for us it is a key conviction. The shift of our global economy towards a more sustainable model is profoundly re-shaping risk and investment returns across all asset classes.
For investors with a long-term timeframe and the ability to hold investments that may not be easy to buy and sell, we believe private assets – including private equity, private debt, infrastructure, and real estate – are worth considering as part of a diversified portfolio. For eligible clients, our ‘total wealth’ approach to discretionary investment management combines traditional liquid and private assets, with a view to maximising long-term returns and diversification.
In a constantly changing world – geopolitically, economically, technologically, and socially – we remain focused on our core mission: to help our clients preserve and grow their assets over the long term.
what sets us apart?
Our 200+ investment professionals cover all the major asset classes, as well as alternative and private assets. Our portfolio managers are based across our 25+ offices and offer in-depth knowledge and experience of local markets.
We invest the time to get to know you. Your ambitions for your wealth are the guiding thread of our relationship. By revisiting and evaluating this relationship over time, we ensure your investment mandate is on the right track, so that you can focus on other priorities.
choosing your investment mandate.
We offer many ways of investing your wealth.
Our single asset investment mandates cover equities, bonds, real estate, hedge funds and private assets.
Our multi-asset strategies comprise our asset allocation funds and regional investment mandates, or entirely bespoke solutions, depending on your needs.
We offer sustainable investment mandates based on proprietary research and analysis. Changing investor demands and consumer behaviour, cheaper technologies and new regulations are shifting us towards a circular, lean, inclusive and clean (CLIC®) economic model.
We also offer discretionary solutions based on an investment approach used by many pension funds and university endowments, that matches your personal assets and liabilities to your life goals. We call this approach Your Wealth Outlook.
We offer flexible implementation via direct investments, funds, or a mixture of both. Our investment mandates are available in different currencies and four or more different risk profiles. Some may require different minimum investments.
your portfolio, at your fingertips.
Our clients also benefit from our award-winning, global technology platform for in-depth portfolio analysis and reporting. This platform is used across our bank, and now by other private banks and family offices. It’s the product of 25 years of continuing investment and refinements.
Our client interface My LO enables you to view and analyse your investment portfolio and performance in complete security on web, tablet or mobile. Customisable reporting gives you the ability to consolidate portfolios, view assets and liabilities across markets, currencies, and jurisdictions.
what you can expect from us.
Bespoke service
- A strong relationship, built around your needs and priorities
- Active, transparent management of your portfolio
Global knowledge, local expertise
- 200+ investment experts analysing investment ideas from across the world
- Asset allocation specialists adapting your portfolio to changing markets
Local portfolio specialists and wealth planners who understand your market and tax specificities
Comprehensive offering
- Investments spanning the full spectrum of asset classes, markets, and currencies
- Flexible implementation via direct investments, funds, or a combination of both
In-depth monitoring and reporting
- Customisable online views and analysis of your portfolio
- Tax reporting accessible via online and mobile platforms
- Rigorous portfolio monitoring and risk management
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