Our investment process is rigorous, repeatable and transparent. It begins with informed opinion, reflects innovative thinking, and ends with consistent implementation.

Our investment process originates with our experienced Investment Committee (IC). The IC is comprised of our CEO and the MD of Broadgate Advisory who consults with the Chief Investment Officers and strategists from a number of local Institutions who we work closely with, as well as global asset class experts from our Fund House partner’s. Input from members of this diverse committee forms the basis of our House View and the global asset return expectations. Another of the IC’s key mandates is to identify new investment themes and emerging trends that can benefit private investors.

Finally, the client-facing offshore investment team has the responsibility for formulating and implementing a client-specific strategy, crafting out global best thinking into a portfolio that meets your unique risk, return and liquidity objectives.

To implement an appropriate strategy for each client, investment teams dedicate time to fully understand the client’s current financial position, invested assets and short and long-term goals. The relative importance of return, safety and liquidity, among other variables, are crucial at this stage of the investment planning process.

Once investment goals have been clearly defined, the next step is to determine which instruments can be best used to achieve them – selecting high quality products across various asset classes.