Separating key roles — portfolio manager, custodian bank, and product specialists — promotes alignment and specialization and prevents self-dealing.
Preserving the flexibility to change service providers ensures the best level of service. This applies to us as well — our clients can replace us smoothly while their assets remain secure with their custodian bank.
Complexity drives costs. Favoring simple, transparent, and tax efficient solutions can generate surprisingly large savings.
Private equity and absolute return strategies have strengthened institutional portfolios for decades and can do the same for private portfolios.
Separating key roles — portfolio manager, custodian bank, and product specialists — promotes alignment and specialization and prevents self-dealing.
Preserving the flexibility to change service providers ensures the best level of service. This applies to us as well — our clients can replace us smoothly while their assets remain secure with their custodian bank.
Complexity drives costs. Favoring simple, transparent, and tax efficient solutions can generate surprisingly large savings.
Private equity and absolute return strategies have strengthened institutional portfolios for decades and can do the same for private portfolios.