We work closely alongside our institutional investors and their advisers to establish the investment solution that best matches their individual requirements. This can involve setting up a segregated mandate that can be tailored to meet a client’s particular risk-reward requirements and investment constraints, or investing in one or more of our extensive range of pooled funds. For those clients seeking advice on investing in alternatives, we have an experienced Advisory team that can provide them with detailed guidance on all the options available to them.
However, our institutional clients’ investment objectives are not our only concern. Before any investment is made we determine our investors’ reporting requirements, discuss how often they wish to meet with us and establish an appropriate fee scale. We agree fees on an individual basis, and this may involve a combination of flat rates and performance-related fees depending on our clients’ preferences. We remain in close contact with our investors throughout our relationship with them, and there is always someone on hand should they wish to get in touch with us.
Contact our Client Service team