q Wealth Creation - Cross Asset Wealth Management

CASE STUDIES

Wealth Creation

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

Scroll to top