Our portfolios are diversified across a range of asset classes, fund managers, investment strategies and regions.
We research and select the best fund managers appropriate for our portfolios from a global universe.
The structure of our portfolios enable us to make changes to the underlying funds and asset allocation without creating a tax event for the end client.
Our fund of funds portfolios are competitively priced. We utilise our bulk buying power to negotiate low, fixed fees with our underlying fund managers.