Portfolio management

A portfolio range to suit individual needs

Your personal goals and ambitions will drive a tailor-made plan, using an investment portfolio designed to deliver the right returns with an appropriate level of volatility that suits your time frames. A portfolio which also reflects your values and is suitable from a tax perspective.


By appointing us as your investment manager, you remove investment-linked emotional biases

We help you to:

  • understand risk and how it affects you, before we make any recommendation to invest
  • appreciate the long-term nature of investing
  • receive regular performance reporting and an annual investment review
  • access investment insights to help you understand world events and how these affect your portfolio.

Our investment approach is designed to be robust and repeatable. This means our investment decisions are consistent across investments and across our client base. Portfolio returns are consistent across clients who share the same risk profile.


Our risk-rated, multi-asset investment strategies are designed to meet your global investment needs

Our multi-asset strategies

The strategies include global income, global cautious, global balanced, global steady growth, and global growth. They can include or exclude UK situs assets.

Managed currency overlays

We have global exposure to equities, fixed income, property, and alternatives – all with managed currency overlays. This reflects our strategy’s progressive approach when compared to a typical investment industry approach, which can remain UK biased. Our aim is to provide returns that are within your capacity to tolerate market turbulence and aim to meet your long-term investment objectives. Investments can be managed in Euros, Sterling or US Dollars.


We invest your portfolio to suit your needs

All of our portfolios actively invest in companies that will have a positive impact on society. We target competitive rates of return, and always consider ESG factors in the investment process. We have two ranges of portfolios, Responsible and Sustainable, and the differences are outlined below.

  • Responsible range of strategies

    These portfolios have no specific sustainability objective, using ESG data solely to protect against risks to financial returns.

  • Sustainable range of strategies

    These portfolios target specific sustainable themes and are positively aligned to companies engaged in sustainable change. There is a mandated limit of 2% exposure to controversial practices.


A repeatable process is key to consistency


Strategic allocation
A long-term asset allocation framework for each risk strategy

Tactical allocation
Adding value through short-term tactical asset allocation tilts

Fund research
An extensive and thorough research process

Portfolio construction
Portfolios are constructed using a sophisticated and robust process

Risk management
A proprietary risk management engine to monitor portfolio exposures

Portfolio implementation
Portfolios are invested by a dedicated team to achieve consistent outcomes

Monitoring and reporting
Progress is monitored daily, making changes where necessary


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Melbourne, Australia
(Sat - Thursday)
(10am - 05 pm)

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