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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, 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
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