Points of Interest – Autumn 2014 image Direct Portfolio Management

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Institutional Investors

Our services includes investing on behalf of charities, foundations and other corporate entities. This service involves the formulation of tailored asset allocation and investment selection strategies, taking into account the objectives and goals of the relevant entity.

Consideration is also given, where required, to ethical investing preferences or screening for inappropriate investments. Comprehensive portfolio reports are provided on a regular basis, in addition to executive-level presentations and reports regarding the portfolio and its performance. Please contact us for further information relating to our Institutional Investor Services.