Outsourced Chief Investment Officer

Partner with our institutional grade investment and portfolio management team and enjoy the governance-led alpha that the biggest asset owners globally have been relying on for decades. We give family offices, high net worth investors, endowments and institutional investors access to best practice processes, with the flexibility of a boutique asset consulting and advisory team.

Built with decades
of expertise

Built with decades
of expertise

With global markets becoming increasingly complex and competitive, it’s vital for you to react quickly and be confident that the investments in your portfolio are correct for you. Yet, we understand that achieving this is no small feat, especially when faced with the constraints of time and resources.

What sets us apart is our invaluable experience in investment and governance, honed through collaboration with some of the world’s largest asset owners and institutional investors.

Whether you’re seeking assistance in building robust governance frameworks around your existing processes or require support in navigating the intricate landscape of asset allocation, we are here to assist investors at every point on the spectrum.

Connect with our team

Architects of your
success

Architects of your
success

Our Outsourced CIO service leverages the team’s background to bring deep investment governance and investment expertise, gained in the sovereign wealth fund, pension fund and insurance industries.

Our investment process is an end-to-end governance framework that includes understanding your mission and objectives, portfolio construction, asset allocation, manager research, governance and performance monitoring. We help investors to:

  • Create agile portfolios
  • Build a multi-strategy portfolio of alternatives
  • Manage drawdown and volatility risks
  • Enhance the likelihood that investment objectives are achieved.

Let's chat about
your goals

Get in touch to learn how we can introduce top-tier wealth transformation solutions to you.