Our portfolios are diversified across a range of asset classes, fund managers, investment strategies and regions.

Investment experts

We research and select the best fund managers appropriate for our portfolios from a global universe.

Tax efficient

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.

Competitive pricing

Our fund of funds portfolios are competitively priced. We utilise our bulk buying power to negotiate low, fixed fees with our underlying fund managers.