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Clear advice for portfolio decisions, risk, liquidity, and long-term planning. Senior guidance without the noise.
Our clients include financial institutions, UHNWI, pension funds, insurance companies, corporates in Europe, the Middle East, Asia and Latin America, and, since 2008, we have been dedicated to actively investing their assets across fixed income in all market conditions and regimes.
Thanks to our clients’ confidence in us, the assets managed by the team have experienced sustained growth, rising from USD 4 billion in 2008 to USD 18 billion at the end of September 2024.
The team’s skill set spans four distinct strategies, each designed to meet specific investor needs using a building-block approach:
These strategies provide investors with liquidity and capital preservation, focusing on short-term, high-quality instruments.
Designed for investors seeking stability, these strategies invest solely in investment-grade securities with short-to-moderate durations, aiming to generate steady income with low volatility.
Flexible portfolios adjust across global fixed income sectors to find relative value while managing risk.
Targeting investors seeking higher yields, these strategies invest in global high yield markets and subordinated debt, benefiting from the team’s experience in asset classes that generate superior returns over time.
The inflation surge in 2022-2023 pushed bond yields back to levels rarely seen in the prior decade. Higher yields across fixed income can make bonds a more useful part of a balanced portfolio.
The opportunity set is broad and rich, allowing for the construction of allocations tailored to all investor profiles, from more defensive through to those with greater risk appetite.
We employ a top-down asset-allocation approach to invest across global fixed income markets.
The team’s liquidity focus enables efficient implementation of allocation decisions.
Tailor-made, pragmatic risk modelling tools, such as hands-on stress tests and real-time performance monitoring, are integral to the process.
Our culture and approach foster complementary perspectives, with investment professionals challenging hypotheses from a host of different angles.
Work with a team that brings planning, portfolio guidance, and practical support together for families, founders, and long-term investors.