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Core-Satellite Portfolio Construction
This allows us to build portfolios with a stable long-term foundation, while retaining the flexibility to capture market opportunities, manage risks, and adapt to changing conditions. A core-satellite approach separates the portfolio into two complementary components.
The Core forms the long-term foundation of the portfolio. It is typically diversified, liquid, cost-efficient, and aligned with the client's strategic objectives, risk profile, investment horizon, and liquidity needs. The core may include broad exposure to global equities, fixed income, cash, and multi-asset strategies, often implemented through transparent and efficient instruments such as ETFs.
The Satellite allocation provides flexibility around the core. It may include tactical investment themes, regional or sector opportunities, alternative strategies, structured products, private market exposure, or other specialist investments designed to enhance returns, improve diversification, or manage specific risks.
The Core forms the long-term foundation of the portfolio. It is typically diversified, liquid, cost-efficient, and aligned with the client's strategic objectives, risk profile, investment horizon, and liquidity needs. The core may include broad exposure to global equities, fixed income, cash, and multi-asset strategies, often implemented through transparent and efficient instruments such as ETFs.
The Satellite allocation provides flexibility around the core. It may include tactical investment themes, regional or sector opportunities, alternative strategies, structured products, private market exposure, or other specialist investments designed to enhance returns, improve diversification, or manage specific risks.
Strategic asset allocation: the core foundation
Our investment professionals remain central to every portfolio decision. We assess each opportunity in the context of the client's objectives, market conditions, portfolio construction requirements, suitability, liquidity, risk profile, and long-term wealth strategy.
This human judgement and experienced oversight ensures that every investment decision is purposeful, disciplined, and aligned with the client's mandate.
This human judgement and experienced oversight ensures that every investment decision is purposeful, disciplined, and aligned with the client's mandate.
AI data-driven approach
We use AI-supported portfolio analytics to enhance, not replace, our investment process. Our technology assists our investment team with data analysis, risk-return assessment, exposure mapping, portfolio optimization, and rebalancing insights.
This allows us to evaluate opportunities more efficiently and construct portfolios with greater discipline and transparency.
This allows us to evaluate opportunities more efficiently and construct portfolios with greater discipline and transparency.
A Balanced Investment Framework
Disciplined
Anchored in a clear long-term investment framework with rigorous governance and oversight.
Flexible
Able to adapt to changing market conditions and evolving client needs through the satellite allocation.
Diversified
Spread across asset classes, geographies, sectors, and strategies for resilience across market cycles.
Cost-efficient
Using liquid and transparent building blocks where appropriate to minimise unnecessary costs.
Opportunity-focused
Allowing selected exposure to tactical ideas and specialist investments where warranted.
Risk-aware
Ensuring all allocations serve a defined purpose within the overall portfolio, with ongoing risk monitoring.
