Offerings
Three mandates. One conversation.
Choose the mandate that matches the job your capital has to do. Each is managed by the same committee, with the same discipline — only the risk budget changes.
Balanced
The Investor's default. Global equity core with a bond ballast sized to the investor's spending needs.
Target return
CPI + 3.5%
Risk
Strategic allocation
Equities50%
Fixed income30%
Real assets12%
Cash8%
Investor's & succession
Structuring across generations, in concert with your solicitors.
Private markets
Curated access to funds normally closed to individual investors.
Consolidated reporting
Every account — held here or elsewhere — on one statement.
Philanthropy
Foundation set-up, grant policy and impact measurement.