Historical Funds

The service is available to wholesale clients and is suitable for individuals, self-managed superannuation funds, family offices, trusts, companies and not-for-profits/charitable organisations. Clients delegate their investment decisions and implementation of their chosen investment strategy to us whilst retaining beneficial ownership of their investments.

This service offers significant benefits, including:

• Access to an experienced team of professional institutional portfolio managers engaging in comprehensive stock research and analysis of management, financials and ESG factors.
• Actively managed portfolio solution for your investment needs and objectives
• Direct share, bond and variable note ownership suiting individual income, growth and tax requirements
• Transparency and flexibility
• Global sub custodian for security and safety of assets
• Long history of portfolio performance meeting client investment objectives
• As an independent fund manager we offer open architecture and a best of breed approach
• Regular comprehensive individual reporting and online up-to-date access to portfolios.