Portfolios built for more than one market
Discretionary and advised mandates for families, institutions and corporates that invest across Asia, the Americas and Europe.
One book. Several sleeves.
We build portfolios as a single programme rather than a stack of unrelated products. Equities, credit and liquid alternatives are sized against liquidity, tax residency and the client's other private holdings.
- Discretionary management where the client wants the desk to act.
- Advised mandates where the family office retains the final vote.
- Reporting that reads across currencies, custodians and regions.
Allocation that follows the trade, not the brochure
Asia, the Americas and Europe are not three separate products. They are three desks on one relationship, used when a theme, a listing or a credit opportunity actually sits there.
Asia
Growth equity, trade-linked credit and family-office capital from Taipei.
Americas
Depth of public markets, credit and private wealth origination in New York.
Europe
Quality compounding, advisory and distribution through London.
Currency
FX is treated as a portfolio risk, not an afterthought.
Investment is the organising principle
Banking, trade and treasury exist so the portfolio can be funded, settled and reported. They support the investment rather than replacing it.
Mandate first
We start with liquidity, horizon and purpose, then choose the right mix of investments.
Qualified access
Some strategies are available only to professional, accredited or institutional clients.
Official documents
Terms, fees and risks are confirmed in offering documents, not in website copy.