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Separately Managed Accounts

A customized private asset portfolio to meet a client’s specific investment requirements.

Our Approach

For large investors with unique investment preferences we can design a portfolio using our private equity and private infrastructure expertise. We can tailor accounts by geography, investment period or risk/return profile. Clients may elect to be involved at every stage of the investment cycle or give us full discretion on their portfolio.

Services include

  • Structure/vehicle set-up or consolidation
  • Portfolio construction and strategic asset allocation
  • Investment opportunity sourcing
  • Full due diligence
  • Investment recommendation or selection
  • Monitoring of invested assets
  • Tailored reporting and analyses through a secure web portal
  • Research and educational seminars

Our highly flexible and consultative approach distinguishes us. Our company culture demands innovation and the highest commitment to client satisfaction.

Janusz Heath
Janusz Heath Senior Managing Director
Private Equity
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