Investing your wealth
Confident investing that supports your long-term plans.
A structured approach to global investing
Smart investing means more than chasing returns. It’s about aligning your portfolio with the life you want to lead. Our model portfolio service is actively managed, globally diversified, and cost-efficient. We’ll match your investment strategy to your goals, time horizon, and currency base. We review fund performance quarterly, ensuring each holding continues to earn its place.
With no commissions bias, every recommendation is made in your best interest. Whether you’re just starting out or refining long-held investments, you’ll benefit from expert insight, transparency, and a clear path forward.
How we manage your portfolio
We typically manage your investments in one of two ways, depending on how involved you’d like to be.
Advisory basis
If you prefer a hands-on approach and want to stay closely involved in decisions, we’ll provide clear recommendations and work with you to implement changes to your portfolio as and when needed.
Discretionary management
Alternatively, you can authorise us to manage your portfolio within an agreed mandate. Most clients choose this route through our Model Portfolio Service, where we handle the day-to-day management on your behalf.
Our Model Portfolio Service
Our Investment Committee believes that cost-effective active management delivers real value. Each portfolio combines long-term strategic asset allocation with careful fund manager selection, drawing on a broad range of impartially chosen funds selected for their risk-return profile and ability to add alpha.
Lower fees, stronger returns
We don’t charge sales or transaction fees, and we use technology to keep costs down. Wherever possible, we invest in institutional share classes – the cheapest version of any fund – which means more of your money stays invested and working for you.
Backed by industry-leading expertise
We partner with established global managers who have the scale, resources, and track record to handle tactical allocation. These specialists help our investment committee decide which satellite investments to buy and sell, positioning your portfolio to capture ooportunities across markets and themes.
Structured for sustained performance
Past performance matters, but so does the strategy behind it. Our portfolios combine stable core holdings with carefully selected satellite funds, reviewed quarterly by our investment committee. This approach balances consistency with opportunity, using tactical satellites to enhance returns while keeping your portfolio resilient and positioned for long-term success.
Tailored to your risk profile
Our Model Portfolios are available across five risk levels and three currencies: USD, GBP, and EUR. This range means we can match your portfolio precisely to your circumstances and comfort with risk.
Benchmarked for transparency
We measure our portfolios against the ARC Private Client Index, an independent benchmark representing over 150 private banks, stockbrokers, and discretionary managers. This gives you a clear, industry-standard view of how your investments are performing.
What our clients say about us
Read reviews from expats we work with across India and beyond. Honest and unfiltered, use them to make an informed decision and see if our approach fits with what you’re looking for.
Useful resources
From market updates to specialist insights, frequently asked questions to comprehensive guides, browse a range of practical resources written with you in mind.
visit our resources library