"After understanding our families and clients investment requirements, we construct an optimal investment strategy, to efficiently harvest the so-called ‘risk premiums’ that arise from lending, asset growth and market movements."
- Nick Rees
Chief Executive Officer
Implementing an efficient investment strategy is a key component when delivering our solution. We focus on both direct & indirect costs within all investment layers to ensure our clients are not overpaying for the returns generated.
This is known as the Total Cost of Exposure (TCE) and it includes management fees, but also those expenses which are not always transparently reported, such as commissions, performance fees, taxes, administration and monitoring. The TCE can significantly affect where you are on the risk curve and highlights any unwanted or, worse, unrewarded risk.
We can implement our investment strategy in any vehicle or platform to best suit each client's individual requirements. We monitor performance and rebalance as necessary, in keeping with the agreed requirements of the client.