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, private credit 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.”
Martin Hahn, Chief Executive Officer