Investment management for internationally connected wealth
A portfolio built around the decisions your wealth has to fund.
Retirement income, concentrated positions, property, liquidity and cross-border tax constraints all compete for the same capital. We manage the portfolio as one system rather than a collection of products.
Discuss Investment Management$1bn+
Group assets under management
Open
Architecture across suitable providers
U.S.
Compatible custody and advice
Global
Private-bank and custody connectivity
Concentrated wealth
Solve the risk first. Then solve the tax and liquidity problem.
A founder or executive with a large embedded gain does not always need a binary choice between holding everything and selling everything. The sequence matters.
01
Define the risk
Quantify the embedded gain, concentration, downside tolerance and the dates when liquidity is actually needed.
02
Hedge where appropriate
Options collars and other risk-management structures can define a range of outcomes while a longer-term diversification plan is being implemented.
03
Create liquidity without forcing a sale
Where suitable, portfolio-backed borrowing can fund a property purchase or other need while avoiding an immediate disposal of the concentrated asset.
04
Diversify tax-aware
Direct indexing, tax-loss harvesting and staged sales can create a more deliberate route from one large position to a diversified portfolio.
These are planning tools, not a standard recipe. Options, borrowing, loss harvesting and any interest deductibility depend on suitability, market conditions, lender terms and the client’s tax circumstances. Tax outcomes are coordinated with the client’s tax adviser.
Portfolio engineering
Use sophistication only where it solves a real problem.
Income engineering
Bond ladders matched to the years you need the money.
For clients approaching or living in retirement, high-quality bond maturities can be aligned with planned withdrawals and known obligations. This can reduce the need to sell growth assets simply because markets are weak when cash is required.
See retirement-account planning →Tax-aware implementation
Direct indexing & asset location
Separate tax lots can make loss harvesting more precise, while taxable, tax-deferred and tax-free accounts can be assigned different roles inside the same household portfolio.
Diversification
Beyond long-only markets
For suitable qualified clients, long/short hedge funds and other liquid or alternative strategies can be considered where they add a genuinely different source of return or risk diversification.
Banking & custody
Use the right institution. Not one institution.
We can connect and coordinate clients with private banks, custodians and other financial institutions in Singapore and other major financial centres, depending on eligibility and the job the institution needs to perform.
New York
London
Jersey / Guernsey
Isle of Man
Singapore
Hong Kong
Vietnam
Thailand
Banking & custody
Use the right institution for each job.
We coordinate custody, private banking and credit across the financial centres that best fit the client and the mandate.
Institutional background
Experience informs implementation. It is not the proposition.
Built with institutional plumbing, applied to private-client problems.
Our experience spans global custody, family offices and investment managers. Combined with a wider advisory group overseeing more than $1bn in assets under management, that infrastructure helps us select platforms, counterparties and implementation routes around the client’s actual objective rather than a house product.