We work very closely with a multi asset investment boutique in London. Although fully regulated, they offer a highly flexible and varied range of services to their clients which include HNWIS, UHNWIS, family offices, pension funds, etc., both in the UK and across the globe.
They provide a highly bespoke and personalised service to each and every client which is one of the many reasons investors and partners enjoy working with them. They tailor risk and service to suit each individual client and offer a 100% transparent model. This provides a number of options including a bespoke portfolio, a tailor made fund structured to suit, a portfolio which can donate towards a charity or foundation or a combination of all three.
The model is extremely flexible and versatile whilst working within the parameters of a regulated environment adding additional security.
Please contact us and we will provide a more detailed critique.