Discretionary segregated management draws on the best of our investment resources and personal service, structured to the client’s specific time frame and risk profile. We offer segregated portfolio management with a global long-only or long short real return mandate on a rolling four or five year time horizon. We manage portfolios on behalf of Institutions, Charities, Trustees and Individuals (which may include assets in SIPPs, QROPs and ISAs).
These portfolios, for amounts over £2 million, can be valued in a choice of currencies. Full backup documentation including performance figures is provided to clients or their advisors. Annual UK tax packages are also available.
Onshore or offshore custody and administration services can be arranged with our custodians Adam & Company (a 100% subsidiary of RBS) or HSBC Private Bank (Suisse). For portfolios in excess of £20 million we would be prepared to discuss using alternative custodians.
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