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BESPOKE SOLUTIONS
We focus on growing prosperity for three key client groups – individuals, independent financial advisors, and privately-owned businesses.
In addition, you have always-on guidance to the latest insights, with the peace of mind that your investment is not left to prosper on its own – it is actively managed by our team, who sits on the board of directors for the various businesses in which we invest.
Offset the possible risk of traditional asset classes by supplementing your investment portfolio with private equity.
If you are an independent financial advisor looking to partner with a forward-thinking private equity management firm, simply take a look at our fact sheets for historic performance.
Track record. Compliance. Internal processes. Easy of doing business. Reliable foresight. Legal, licencing, and support. We know what matters most when having to put your money where your words are.
Expect tight control and top-tier oversight at all core business functions.
Objectives: The underlying risk and return objectives of individual portfolios may vary as dictated by each portfolio's mandate and stated objective and strategy.
Management Approach: These portfolios may be aggressively managed, with assets being shifted between various markets and asset classes to reflect changing economic and market conditions. The manager is accorded a significant degree of discretion to maximize total returns over the long term.
Objectives: Asset allocations are done with the aim of achieving the best risk-adjusted return for the investor. This is achieved through diversification across traditional and alternative asset classes, as well as diversification within asset classes.
Management Approach: This active approach relies on both solid fundamental and technical analyses to identify and capitalise on these opportunities.