Our execution and portfolio management services are fully customisable to meet client requirements and leverage our deep investment experience as well as robust trading, operational and risk systems.
$950bn+
assets under administration
2,300+
funds under administration
Supporting 13 of the top 15 private equity firms
A global presence and unparalleled expertise
Streamlined processes for increased efficiency
Tailored services to meet your specific needs
- Our team is experienced in managing a broad range of publicly traded securities (equities, fixed Income) as well as alternative assets (real estate, private equity, credit, infrastructure, structured products)
- We can provide all activities required by a portfolio manager including portfolio rebalancing, cash & collateral management, portfolio risk oversight, trade & deal execution, derivatives trading (OTC & listed), FX hedging, portfolio reporting and document management
- We are broadly structure and jurisdiction agnostic with the ability to manage regulated and unregulated structures
- Clients include banks, insurance companies, asset managers, hedge funds, private equity firms, corporates, family offices and other institutional asset owners
- Our solutions benefit our clients by increasing speed to market, reducing cost and allowing clients to focus on their core capabilities
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- Experienced investment team
- Full asset class coverage
- World class trading and risk management
- Extensive operational infrastructure
Our team of experts has extensive experience and a deep, technical understanding of execution and portfolio management. Our team is here to support you and your clients in developing and implementing outsourced portfolio management solutions that meet your specific needs.
Portfolio Management FAQs
Portfolio management is the process of managing a collection of investments, known as a portfolio, on behalf of an individual or an organisation. The goal of portfolio management is to optimise the returns on the portfolio while minimising risk.
We help our clients manage their funds by giving them access to our fund management license. Essentially, this means that our clients “rent” our license to manage their funds, allowing them to benefit from our expertise and experience in managing investments.
We can manage funds for clients in many other European countries with the necessary regulatory approvals. As a global firm, we have the expertise and resources to onboard investors from all countries.