An efficient transition to a sustainable, balanced investment portfolio
Private Capital
The challenges the client was facing
Our dedicated team worked closely with the client to understand their financial goals and risk tolerance, and meticulously modelled a bespoke portfolio that targets an investment return above the inflation rate.
This ensured that the strategy remained effective and relevant by providing stable growth and preserving wealth for future generations.
This strategic approach has enabled us to transform their immediately realised wealth into a sustainable financial legacy.
Our thinking in response
We utilised our proprietary modelling tool, NOVA, to guide our client through their newfound wealth.
By applying unique insights and innovative thinking, we developed an optimal solution. NOVA’s comprehensive risk/return analysis allowed us to craft a carefully balanced portfolio that targeted our client’s objectives.
We deemed risk mitigation and long-term growth to be paramount, hence, we proposed a blend of assets that minimised exposure to significant market downturns.
We maintained a focus on the liquidity of the portfolio, assuring that it catered to the cashflow requirements of our client, thereby affording them both the accessibility and the security desired.
This cutting-edge approach led us to fulfil their goal of preserving wealth for future generations.
Our Solution
We have crafted a solution tailored to the unique needs of our client, incorporating a diversified portfolio comprising of seven distinct asset classes from various corners of the investment universe.
These asset classes span global equities, infrastructure and private debt, offering a balanced mix of both public and private assets.
Our deep dive into these asset classes assures of their ability to provide the desired investment return.
The strategy not only mitigates individual asset risks but also paves the way for a stable growth trajectory, thereby preserving wealth for future generations.
The strategic allocation of these assets also ensures our client’s portfolio remains resilient against unexpected market fluctuations, thus providing optimal investment security.
Improvements in financial confidence
Through our bespoke solution, we have achieved substantial success with this portfolio. Our innovative asset allocation and strategic approach led to a significant 40% reduction in risk compared to the traditional portfolio mix of 60% equities and 40% bonds.
This prudent risk management not only preserved the value of the portfolio during market volatility but also ensured steady growth. 2022 saw a triumphant performance as our curated portfolio outperformed the 60% equities / 40% bonds portfolio by over 10%.
This exceptional performance underscores our commitment towards crafting solutions that cater to the individual needs of our clients, while ensuring robust growth and wealth preservation.
Rob Agnew