Core
Strategic asset allocation
Long-term portfolio structure, risk budgeting and disciplined rebalancing.
Investment Advisory
Advice that earns its place in the room.
Independent-minded research, portfolio context and direct access to specialists — translated into decisions you can understand and own.
The advisory promise
A clear view.
A considered challenge.
Your final decision.
Our method
From market noise to a decision framework.
Our advisers combine the bank’s house view with your existing positions, tax and liquidity constraints, risk tolerance and time horizon. The result is not a stream of ideas, but a prioritised course of action.
- 01
Frame the objective
Define the capital role, horizon, constraints and the decision that needs to be made.
- 02
Test the portfolio
Assess concentration, currency, duration, liquidity and scenario sensitivity.
- 03
Develop the recommendation
Compare suitable alternatives, expected trade-offs, costs and implementation risks.
- 04
Review the outcome
Monitor the thesis and revisit the position when facts, prices or your circumstances change.
Advisory capabilities
One portfolio view across asset classes.
Recommendations are selected for suitability and portfolio purpose, not simply because an opportunity is available.
Markets
Equities & fixed income
Direct securities, funds and mandates considered within total portfolio exposures.
Treasury
Currency & rates
Hedging and positioning for cross-border assets, liabilities and future cash flows.
Diversifiers
Alternatives
Hedge funds, real assets and absolute-return approaches where suitable.
Private capital
Private markets
Selective opportunities assessed for governance, liquidity and portfolio fit.
Protection
Portfolio risk
Concentration reviews, scenario analysis and practical downside planning.
A recommendation, unpacked
Every idea must answer five questions.
Our investment notes are structured to make the reasoning, portfolio role and risks visible before you act.
Illustrative advisory note
Adding duration after a repricing
- Why now?
- The valuation and macroeconomic conditions behind the proposed entry point.
- Portfolio role
- Income, diversification, capital preservation or tactical return.
- What could go wrong?
- The principal market, credit, liquidity and currency risks.
- Implementation
- Instrument choice, sizing, phasing, costs and exit considerations.
- Review trigger
- The evidence that would strengthen, weaken or invalidate the thesis.
Suitability & governance
Advice remains personal, documented and reviewable.
Client context
Objectives, knowledge, financial capacity, loss tolerance and preferences inform every recommendation.
Conflicts and costs
Relevant product costs, service charges and material conflicts are disclosed before implementation.
Decision records
Recommendations and instructions are documented to preserve a clear investment history.
Ongoing review
Suitability and portfolio alignment are revisited as markets and client circumstances evolve.
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