Institutional Investors
If you have more than $5 million to manage, you are generally considered an
institutional-sized investor. Our team has many years of experience in managing
portfolios for institutional investors; institutional investment management is
where our investment team learnt its skills. Further details about our wholesale investment
management services are available on request including our IFSA survey and Risk Management Statement (Part B).
Best Practice
We understand the needs and legal obligations of Directors and the Trustees of such investors, having had personal experience ourselves. Thus, we understand the "pressure" that the members/beneficiaries of institutional funds place upon Directors/Trustees and that this extends well beyond investment performance. As a result, our experienced team has internal policies and procedures that are best practice. For example, our Board of Directors is independent. We have in place an independent compliance and audit committee. We use independent compliance people and risk management, both of which report directly to the Board of Directors.
We understand the needs and legal obligations of Directors and the Trustees of such investors, having had personal experience ourselves. Thus, we understand the "pressure" that the members/beneficiaries of institutional funds place upon Directors/Trustees and that this extends well beyond investment performance. As a result, our experienced team has internal policies and procedures that are best practice. For example, our Board of Directors is independent. We have in place an independent compliance and audit committee. We use independent compliance people and risk management, both of which report directly to the Board of Directors.
