CLIENT EXAMPLE
Family Office - Wealth Creation
Objective
The client required a bespoke investment portfolio that would generate a consistent monthly income (5% per annum was the minimum targeted return) and enhance long term consistent yield; whilst safeguarding his portfolio from adverse market moves.
Solution
We created a portfolio that included carefully designed structured products to generate the desired income along with an allocation to dividend-paying fixed income funds and high conviction hedge funds. This achieved the result of enhancing yield whilst also stabilising absolute returns over the long term.
Outcome
- Initial target Income achieved
- Stability of long term returns
- Investment exposure fully hedged
- 7.5% Average weighted return across the solution