Our Discretionary Portfolio Service is designed for the investor who does not wish to be actively involved in the day to day decision making process for their investments.
There are four discretionary offerings with a number of investment strategies to choose from.
Bespoke Investment Management Service
We offer the option for bespoke investment management with the primary aim of preserving and growing your clients’ wealth. Our focus is on multi-asset class allocation which requires a robust investment strategy with research at its heart.read more
Bespoke Investment Management
We offer the option for bespoke investment management with the primary aim of preserving and growing your clients’ wealth.
Our focus is on multi-asset class allocation which requires a robust investment strategy with research at its heart. Our bespoke portfolio service is managed by our Chief Investment Officer, David Beaton.
The minimum investment account balance for our bespoke service is €250,000.
For more information contact our Chief Investment Officer,
David Beaton, firstname.lastname@example.org.
Global Equity Compounder Portfolio (Segregated Discretionary Portfolio)
The objective of the Global Equity Compounder Portfolio is to actively invest in a diversified global portfolio of high-quality companies that offer compounding attractive returns and lower volatility over time.read more
Global Equity Compounder Portfolio
Quality compounders share some common characteristics which we believe are key to achieving good investor returns over time: strong competitive position, ability to grow revenues and earnings sustainably over time, strong and/or improving Return on Invested Capital and cash generation capabilities, and management commitment to return capital via share buybacks and/or dividends.
Global Equity Income Portfolio (Segregated Discretionary Portfolio)
The objective of the Global Equity Income Portfolio is to invest in a diversified global portfolio of financially-strong, well-managed companies that have a proven record in paying an attractive dividend and have management commitment to consistently increase it.read more
Global Equity Income Portfolio
Our aim is to improve long-term risk-adjusted total equity returns while maintaining a balanced exposure to dividend yield, quality and dividend growth.
Our rationale is that in a low yield and low economic growth environment, it is increasingly difficult to generate income. The thinking behind this strategy is that companies with an ability to pay higher dividends on a sustained basis generally provide stable growth opportunities.
Global Equity Income Strategy Factsheet
Global Equity Income Fund Factsheet
OPTIMUM Model Portfolios
This is a quantitative strategy based on a macro factor model that targets pre-determined risk levels. The purpose of these portfolios is to maximise the return for a given risk level. The asset allocation varies tactically depending on the macro-economic environment, business cycles and sentiment in order exploit inefficiencies between markets, regions, countries, and sectors.Click here