Investment perspectives
Different assets.
One considered perspective.
Explore the role, practical considerations and principal risks of each investment area. The starting point is always how an opportunity fits your wider objectives.
Financial assets
Three perspectivesWealth strategy
A clear framework for your capital, your priorities and the generations ahead.
- Horizon
- Defined by your objectives
- Liquidity
- Planned across all assets
Listed markets
Equities, fixed income and liquid investments considered as part of a wider allocation.
- Horizon
- Varies by allocation
- Liquidity
- Market and instrument dependent
Private capital
Participation in unlisted businesses, with an emphasis on governance and patient capital.
- Horizon
- Long term; exit dependent
- Liquidity
- Generally limited
Real & tangible assets
Three perspectivesProperty investment
Residential property and development assessed through location, economics and ownership.
- Horizon
- Usually medium to long term
- Liquidity
- Transaction dependent
Commercial real assets
Commercial, industrial and hospitality assets examined through their operating fundamentals.
- Horizon
- Medium to long term
- Liquidity
- Generally limited
Collectible assets
Exceptional watches and collector vehicles, where provenance and specialist knowledge come first.
- Horizon
- Long term; resale dependent
- Liquidity
- Often low and unpredictable
These areas are presented for discussion. They are not a catalogue of available products, an offer to invest or a statement that a particular opportunity is suitable. Any specific engagement requires separate terms and review.
Across every investment
Understand the trade-offs.
Liquidity
How easily can capital be accessed, and what restrictions or costs apply?
Time horizon
Does the likely holding period match your plans and commitments?
Risk
What could change the outcome, and how much loss can you bear?
Total cost
What are the costs of acquisition, ownership, financing and eventual exit?
A personal conversation