ASSET ALLOCATION

The Wealth Management team offers strategic and tactical asset allocation giving access to a wide range of investments in equities, real estate, fixed income, commodities, FX and OTC derivatives. A 24/5 London based execution desk, operated by Project Capital Funds Limited Global Markets Team, is available to trade almost all international financial assets. This provides clients with the ability to access multiple asset classes globally, as and when required.

• Custody through separate dedicated accounts held with leading UK and international banks
• Investments tailored globally taking into account risk profile and expected returns
• Dedicated relationship managers provide personal counsel and support

All account options are based on detailed research followed by the development and implementation of strategies aligned to the client’s investment requirements. The strategies manage the transition of existing portfolios, identify which assets need to be liquidated and then look at the timing of new investments. Capital preservation is vital and assets are selected based on class, geography and the investment profile of the client.

Advice is given on the best available options taking into consideration the expected risk-adjusted returns. The team is very experienced at consolidating existing assets and will carefully manage the risk as well as keeping the documentation clear and accessible.