Wealth Management for Institutions
Too often institutions are offered an ‘off-the-peg’ investment solution, rather than one that genuinely fits their needs. We work strategically with institutional clients, to identify their unique requirements and develop an entirely bespoke investment solution. We manage over £1bn on behalf of captive insurers, reinsurers and supranational organisations.
We work in two ways:
SEGREGATED INVESTMENT MANAGEMENT FOR CAPTIVES AND INSTITUTIONS
Our approach is to create investment portfolios which are actively managed and optimised for capital preservation, growth and liquidity. We partner with independent custodians who hold all client assets, and when required can hold assets in such a way as to be fully admissible for collateral purposes. We involve our clients in the process as much as possible, producing bespoke monthly or quarterly portfolio reporting and are readily available to report at Board meetings when and where they need us.
INVESTMENT MANAGEMENT FOR CELL CAPTIVES AND REINSURERS
We recognise that most asset managers working with captive insurers are focused on the needs of larger captives, so smaller captives have historically had limited investment choices. By understanding this, we developed a series of strategies, which are delivered as segregated portfolios and are designed around the needs of cell captives and reinsurance companies. Smaller captives and reinsurance companies can now benefit from the very same investment philosophy, investment expertise and asset allocation models that larger captives utilise. Our minimum account size for this service is only £250,000.
Meet the team