Portfolio Management
Understanding our clients’ financial landscape, we balance risks with enduring opportunities for lasting resilience.
Our Core-Satellite Investment Approach
The core-satellite concept employed aims to provide stable and long-term portfolio investment returns with the Core as well as opportunistic and short to long-term investment opportunities through satellites. This approach allows for diversification benefits on two fronts. Diversification within the Core and additional diversification from the addition of satellites.
Risk Management
Anchoring the majority of the portfolio in stable, diversified investments, while also allowing for targeted risk in the satellite portion so as to better manage overall portfolio risk.
Diversification
A combination of broad market exposure (through the core) and the potential for outperformance or specific strategies (through the satellites)
Cost Efficiency
Using the open architecture approach to source for the most competitively priced solutions to keep overall portfolio costs at a minimal.
Flexibility
Allowing investors to adapt to changing market conditions, try out different strategies, or target specific opportunities.
Risk Management
Anchoring the majority of the portfolio in stable, diversified investments, while also allowing for targeted risk in the satellite portion so as to better manage overall portfolio risk.
Diversification
A combination of broad market exposure (through the core) and the potential for outperformance or specific strategies (through the satellites)
Cost Efficiency
Using the open architecture approach to source for the most competitively priced solutions to keep overall portfolio costs at a minimal.
Flexibility
Allowing investors to adapt to changing market conditions, try out different strategies, or target specific opportunities.
Our Core Strengths
In a family office setting, portfolio management is highly tailored to the individual needs, goals, and values of the family. It’s not a one-size-fits-all approach but is customized for each family’s unique circumstances and aspirations.
Family offices often manage not just financial assets but also real estate, businesses, art collections, and other unique assets. Portfolio managers in this setting consider the entire wealth spectrum, ensuring strategies align with broader family objectives.
Family offices emphasize wealth preservation and growth across generations. Portfolio management here involves strategies that factor in the needs of current and future generations, ensuring sustainable wealth transitions.
Many family offices engage in direct investments, bypassing traditional investment vehicles to invest directly in businesses, startups, or real estate. Portfolio managers in this setting often have expertise in evaluating and managing direct investment opportunities.
Portfolio management is tightly integrated with other services like tax planning, estate planning, philanthropy, and governance. This ensures that investment decisions are made with a comprehensive understanding of their implications across various domains.
Family offices prioritize the privacy and confidentiality of their clients. Portfolio management decisions are made discreetly, ensuring the family’s financial matters remain confidential.
Given the significant assets at play, risk management is paramount. Portfolio managers in family offices emphasize capital preservation and deploy strategies to mitigate risks, be it market-related, geopolitical, or specific to unique family assets.
Portfolio managers in family offices often play an educational role, helping family members understand their investments, risks, and returns, ensuring they are equipped to make informed decisions about their wealth.
In a family office setting, the compensation structure of portfolio managers is often designed to align their interests closely with those of the family, ensuring decisions are made with the family’s best interest at heart.
Due to the substantial assets under management and the network of relationships, family offices often have access to investment opportunities not available to regular investors.