Our Services
Since 2006, we have advised both businesses and investors on how to structure, allocate and oversee capital with clarity and discipline.
How We Help
We sit between businesses seeking reliable capital and investors seeking credible, well-structured opportunities. Our role is to bring clarity, discipline and independent judgement to every mandate.
From defining governance and investment policy to reviewing portfolios, raising capital and overseeing managers, we support the full lifecycle of long-term capital decisions.
Investment Policy & Governance
We help boards, owners and families define investment objectives, risk appetite and clear decision-making frameworks.
Strategic Asset Allocation
Evidence-based allocation models tailored to your horizon, liquidity needs and tolerance for volatility.
Portfolio Design & Structure
Translating strategy into implementable portfolios across vehicles, jurisdictions and currencies.
Manager & Product Research
Independent screening and due diligence — no commissions, no sales incentives.
Capital Raising Support
Helping businesses prepare, structure and present opportunities to serious investors.
Monitoring & Ongoing Oversight
Structured reviews on performance, risk, costs and policy adherence.
Typical Engagements
Our work adapts to your structure, governance and stage – from first-time investors to established organisations.
Policy & Governance Project
For boards, foundations, families or business owners who want to formalise how investment decisions are made, recorded and reviewed.
- Draft or refine Investment Policy Statement (IPS).
- Clarify roles, risk appetite, constraints and time horizon.
- Define review cycles, escalation paths and documentation standards.
Asset Allocation & Portfolio Review
For investors who already have portfolios but want an independent view on structure, risk, diversification and whether it still fits their objectives.
- Review current allocations, performance and drawdown history.
- Assess concentration, currency, liquidity and governance risks.
- Recommend target allocations and a realistic transition roadmap.
Ongoing Oversight Mandate
For clients who want a long-term advisory relationship – regular reporting, an external viewpoint and a disciplined process around their capital.
- Quarterly or semi-annual performance and risk reports.
- Regular meetings with owners, boards or investment committees.
- Watchlists, manager reviews and structured recommendations.
How We Work With You
Every engagement begins with a structured discovery conversation. We listen to your objectives, constraints and current arrangements before suggesting any path forward.
- We coordinate with your existing custodian, bank, auditor or manager where needed.
- We provide written summaries and clear documentation for all recommendations.
- We agree up front on communication frequency, reporting formats and decision rights.
- We remain available for ad-hoc questions between formal reviews, especially during times of market stress or major decisions.
Ready to Discuss a Mandate?
Whether you are raising capital, reviewing a portfolio or building a new structure, we can shape a consulting scope that fits your context and stage.
No obligation – just a focused conversation to understand your needs and see whether we are the right fit for you.