We support Wealth Managers and Advisors in transitioning from commoditised offerings to distinctive, personalised solutions. We enable you to deliver superior returns for your clients.
In addition to providing bankable access to an unprecedented range of blue-chip Global Funds and managers, our CIO office creates thematic offerings suitable to the ever-changing demands of affluent clients.
The Power of an All-Weather Portfolio
This AMC is designed to deliver long-term value to investors by diversifying their portfolios and capitalising on unique opportunities often unavailable in traditional asset classes.
This AMC leverages the strengths of both private credit and private equity. By combining attractive direct lending investments with carefully selected private equity opportunities, we offer a solution that benefits from low volatility and enhanced liquidity through credit allocation, while also providing the potential for significant upside from private equity investments.
Why Private Credit Direct Lending?
1. Enhanced Risk-Adjusted Returns: Senior secured direct lending offers the potential for superior risk-adjusted returns, especially in a high-interest-rate environment. By providing financing solutions to middle-market companies and engaging in legal claims-backed lending, this strategy can deliver attractive yields with lower correlation to traditional and more volatile asset classes.
2. Downside Protection: Our private credit loans are predominantly secured, incorporating protective covenants, collateral, and other defensive mechanisms. These built-in risk mitigation strategies provide a robust layer of protection against potential losses, enhancing the overall resilience of the portfolio.
3. Greater Liquidity: Compared to other private market assets like private equity, real estate, and infrastructure, private credit offers better liquidity. The natural maturity of private credit investments creates a regular liquidity turnover, giving investors better visibility and access to their capital.
Why Private Equity?
1. Access to Growth Opportunities: Private equity investments open doors to growth-stage and value-add companies that are not yet accessible through public markets. This exposure allows our portfolio to benefit from the upside potential of innovative and dynamic businesses, significantly contributing to overall performance.
2. Active Management and Value Creation: Through active involvement in the management of portfolio companies, our private equity investments drive value creation across various sectors and geographies. This active management approach often results in returns that are less correlated with public market fluctuations.
3. Benefiting from Future Interest Rate Declines: As we enter a new investment cycle, private equity investments made during early-cycle periods have historically delivered strong returns, particularly in a declining interest rate environment. This positions our AMC to capitalize on future market shifts.
If you are a professional investor and would like to receive additional information about our Actively Managed Certificate and how it can enhance your portfolio, we invite you to contact us today.
Comments