RIGOROUS DUE DILIGENCE OF
INVESTMENTS

We have years of experience in managing various types of asset classes such as public equity, fixed income, alternative investments, private equity and real estate. We also have established strong relationships with industry experts, who provide transactional support to the Family Office. We scrutinise every investment opportunity by incorporating thorough due diligence, expertise and a risk management mindset.

RIGOROUS DUE DILIGENCE OF
EXTERNAL MANAGERS

We constantly monitor and oversee external discretionary managers, given our prior experience, we note that very few active managers are offering added value in excess of discretionary fees they change over the long term, therefore our selection process requires a thorough historic and forward-looking due diligence.

RISK MANAGEMENT

We identify, estimate and evaluate investment risks. We then aggregate these risks to assess the overall risk exposure of the Family. We take appropriate action with respect to investment decisions or risk mitigation based on whether the risk profile of the investment aligns with the risk and return objectives of the Family.