Investment
Management Services
Having a portfolio of investments tailored to your
needs is essential to your long-term success.
The Family Office - Growing And Preserving Wealth
Investment management is much more than simply buying and selling assets. It’s about designing a robust investment strategy that suits the unique needs, preferences, and lifestyle of the investor.
Good investment management requires international diversification of assets. Exceptional managers will unlock exclusive private market opportunities too.
International diversification
We unlock exceptional investment opportunities across regions, asset classes, market sectors and revenue sources.
Long-term investment
We use longer timeframes to ensure superior results for our customers and their goals.
Manager selection
We partner with only the strongest candidates and taking market inefficiencies to maximise return potential.
Our Investment Philosophy
Growing your wealth should be straightforward and hassle-free. We take the stress away so you can relax, knowing that your wealth is cared for in the hands of experts. Here is a breakdown of our investment philosophy:
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Grow Your Financial Knowledge
Market Insights - 3 min
Value Creation: Private Equity’s Secret Weapon
At the height of the COVID pandemic in April 2020, many feared a recession deeper than the Great Financial Crisis of 2008. During this time, consulting firm McKinsey & Company released a short yet provocative paper. The paper highlighted the potentially key role of value creation in Private Equity.
Dec 5, 2024
Market Insights - 3 min
To Cut or Not to Cut: The Fed’s Final Conundrum for 2024
After a sustained period of holding interest rates at their highest level for nearly two decades, the last two Federal Reserve (the “Fed”) meetings have seen the turning of the tide.As widely expected, in November the decision was taken to lower the target rate further by 25 bps to its current level of 4.50%-4.75%. The committee’s September projections imply that the next meeting (Dec. 17-18) will continue the downward path with another quarter-point cut. The Fed, however, has repeatedly warned the market that it will follow the data as it unfolds, rather than sticking to a rigid plan.In this article, we ask: what does the latest data tell us about the Fed’s likely next move? And more importantly, what does this mean for the investor?
Dec 4, 2024
Market Insights - 4 min
TWR vs IRR: Choosing the Right Measure for Portfolio Performance
In investment management, accurately measuring performance is essential to making informed financial decisions. Two widely recognized metrics for gauging portfolio growth are the Time-Weighted Return (“TWR”) and the Internal Rate of Return (“IRR”). Both offer unique insights, helping wealth management professionals like The Family Office provide clients with accurate reporting that clearly reflects their portfolio performance.
Nov 20, 2024
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