Segregated mandates
Portfolios held in the client’s name, aligned to a bespoke benchmark and governed by an agreed risk budget.
Institutional Asset Management
Capital governed with purpose.
Bespoke mandates for institutions that need every allocation, risk limit and decision to stand up to scrutiny.
€1.86bn
Illustrative mandates
42
Institutional portfolios
8.7 yrs
Average relationship
0.91
Illustrative Sharpe ratio
Prototype figures are illustrative and do not represent actual bank results.
Mandate architecture
An investment policy made operational.
We translate liabilities, liquidity needs and governance constraints into a written framework: objectives, benchmark, eligible assets, risk limits and escalation rules.
Pooled vehicles
UCITS and AIF structures for efficient diversification, daily or periodic liquidity and consolidated oversight.
Liability-aware portfolios
Duration, cash-flow and downside objectives shaped around pensions, insurance reserves or operating commitments.
Responsible investment
Exclusions, stewardship priorities and ESG reporting embedded according to the institution’s own policy.
Portfolio view
A sample balanced mandate.
Illustrative allocation only. Actual portfolios are tailored to mandate constraints and market conditions.
Strategic allocation
Illustrative · Q2 2026Fixed income38%
Global equities31%
Private markets14%
Real assets10%
Liquidity7%
Risk lens
Measured beyond return.
- Target volatility
- 7.4%
- Expected income
- 3.2%
- Liquidity within 30 days
- 76%
- Maximum private assets
- 18%
Governance cycle
Decisions documented at every level.
01
Policy & objectives
Define liabilities, benchmark, sustainability preferences and delegated authorities.
02
Construction & implementation
Allocate risk deliberately, select instruments and document trade rationale.
03
Monitoring & challenge
Track performance, exposures, liquidity and mandate exceptions independently.
04
Trustee reporting
Present attribution, scenario analysis and actions in a board-ready format.
“The portfolio is only one part of the mandate. The governance record matters just as much.”
Institutional Investment Committee
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