Retirement Planning

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Retirement Planning

The investment team conducts extensive due diligence on private investment opportunities and only presents clients with those opportunities that the investment team would be willing to invest their own capital in. We apply the same rigour of due diligence to that of investments within the listed equities environment.

Private investments help to complete a holistic asset allocation in the sense that they reduce the volatility of an investment portfolio. Co-investments can be debt or equity in nature and can vary in type and tenure, from a short-term financing arrangement of less than 12 months to a five to seven-year investment in a private company or even an interest in a property.

The investment team has an open mind and will consider all investment opportunities presented to us, utilising the rigour of our investment process. If you have a proposal that you would like to present to the team, please be sure to get in touch.

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