Navigation

Navigation

Private Banking - United Kingdom

Case Studies

Innovative solutions for complex financial requirements.

Capital Preservation

Situation

A wealthy family with £100m to invest wanted to preserve capital and achieve a balance of income and growth.

Our Solution

We created a multi-asset class investment portfolio to meet the client's low to moderate risk profile.

At its core was a bespoke direct equity portfolio implemented by J O Hambro Investment Management (JOHIM), a subsidiary of Credit Suisse and known for its strength in this area.

Alongside this arrangement we built a portfolio of selected investments including bonds, private equity and structured products, drawing on our substantial in-house expertise.

Benefits

  • Meets client’s requirement for low to moderate risk/return
  • Multi-asset class approach improves diversification and reduces risk

Secondary Content

Get in Touch

Call our Intermediary Team:
Telephone: +44 (0)20 7883 7444