OUR MISSION

IDENTIFYING INVESTMENT SOLUTIONS

We challenge our ideas – the cornerstone of our investment philosophy

FORMING INDEPENDENT ADVICE

With a solid reputation for integrity and putting investors’ needs before our own

DELIVERING HIGHEST LEVEL OF SERVICES

We are committed to the best of breed solutions with a tailored implementation
LEARN MORE

OUR CUSTOMERS

FINANCIAL INSTITUTIONS KEEN TO ENHANCE THEIR VALUE PROPOSITION

FINANCIAL INTERMEDIARIES

PRIVATE BANKS

FAMILY OFFICES

WHAT WE DO

FUND SELECTION

  • Lists of Selected Funds tailored to needs and goals
  • Fund Reports and Analysis
  • OpenList, an access-free list of selected funds dedicated to Financial Intermediaries and Family Offices

FUND ADVISORY

  • Access to dedicated professional fund advisors
  • Highly individualised advices

PORTFOLIO ADVISORY

  • Portfolio review and optimisation
  • Single or multi-asset class model portfolios

DEDICATED MANDATES

  • Portfolio manager selection & due diligence
  • On-going monitoring and reporting
LEARN MORE
LEARN MORE
LEARN MORE
LEARN MORE

WHO WE ARE

FOUNDERS

We are a partnership of successful experienced professionals with deep knowledge of sophisticated customer needs

BUSINESS PARTNERS

We partner with leading institutions that bring cost efficient solutions in fund selection and portfolio management for our customers

LEARN MORE

RESOURCES AND TOOLS

We use leading analytical tools and research to deliver a comprehensive recommendation pack, along with a full set of advisory services