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Private Banking - United Kingdom

Case Studies

Innovative solutions for complex financial requirements.

Portfolio Diversification

Situation

A wealthy family with a £40m investment portfolio came to us looking for:

  • Strategic advice across the breadth of their balance sheet
  • Fresh ideas on wealth management strategy and structuring
  • Ongoing monitoring of the suitability and performance of their investments across multiple holdings
  • A solution that could work with their existing arrangements with their other investment advisors.

Our Solution

We created a virtual family office whereby we co-ordinated the investment management activities of the family’s various advisors.

As the core investment strategy was heavily focused on equities and fixed income, we built a more diversified portfolio and created a model to monitor the status of the entire portfolio.

Benefits

  • Seamless co-ordination of investment activity, maximising capability and avoiding duplication
  • Comprehensive visibility of the status and performance of investments
  • Convenient administration and reporting
  • Presentation and contextualisation of new investment opportunities

Secondary Content

Get in Touch

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