Managed Portfolio Solutions

We advise on a suite of managed portfolios, suited to your circumstances and requirements.

All portfolios are liquid, long only, non-leveraged, exchange traded solutions. The portfolios can be utilised to obtain different exposure on the risk reward spectrum to suit your personal circumstances. Exposure can be refined by combining two or three of the portfolios within your overall allocation.

  • A portfolio comprised of country-and sector specific equity ETFs.  Allocations are actively managed to capitalise on changing opportunities across regions and sectors.

  • A Portfolio of quality companies with an overlay of selected country equity indices, since 2010.

    Quality companies generate sustainable free cash flow over extended periods and deploy the incremental capital at high rates of returns with management that is able, trustworthy and owner orientated.

  • A portfolio comprised of global dividend growth ETFs. This portfolio is suited to investors that seek lower volatility than the broad market and have a need for regular income. Dividend growth companies are generally more mature businesses, which are by nature less volatile.

  • A Multi-Asset portfolio comprised solely of ETFs that rebalances annually to its core allocation of 25% global shares, 25% global bonds (fixed income), 25% to Cash (T-bills) and 25% gold. The aim is to provide a return in excess of US CPI +2.5% with low volatility.

Core Portfolios

Portfolio Factsheets

Quality Compounders Portfolio

Global Alpha Portfolio

Dividend Growth Portfolio

All Weather Portfolio

Portfolio Enhancement strategies

  • There are two ways to get exposure this growing market segment in the listed area:

    A: Own the listed Private equity investment managers and share in their 2 and 20 fees. The largest PE managers are listed their earnings are not that predictable and tend to be lumpy - it is the nature of the industry.

    B: Selected serial acquirers with a track record of success.

  • Own companies that a significant proportion of future years revenue is subscriptions of frequently recurring transactions.

    These companies sells products or services that customers cannot live without.

    Face few competitors and hold a dominant market share.

    Consistently grow free cash flow per share without the need for proportional investment.

    Predictable businesses tend to consistently grow free cash flow and experience fewer negative surprises.

  • These strategies are actively managed by iShares and rotate exposure to US market themes ranging from long term structural forces to rapidly evolving trends

  • Structured products use a combination of derivatives and other financial engineering tools to create a bespoke payoff profile linked to an underlying index. This can lead to outcomes like capital protection and geared upside, depending on how exactly they are structured.

    These products are offered by a leading US provider with JP Morgan the counterparty on all derivative contracts.

    The investment term is typically one year, with daily valuation and liquidity. The underlying indexes include:

    S&P 500
    Nasdaq 100
    Russel 2000

    Bitcoin

  • Managed by Horizon Capital AG, these solutions offer a number of private debt strategies in all the major currencies. With a 25 year track record offering uncorrelated returns by financing the real economy, these products offer an interesting alternative to traditional portfolios.

  • Aims to provide an uncorrelated return to equities investing in physical assets, including real estate, cash.

  • Aims to provide a return in linked to prevailing interest rates, with a focus on capital preservation.

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Our expertise, your choice.