top of page
Structured Portfolios
What we manage

The management of these portfolios are executed within a Structured Note or a Flexible Investment Hedge structure. Although these portfolios conform to our traditional portfolio management framework, they provide three additional unique applications:


The benefits of these portfolios include:

  • They are bespoke and tailored to the investors specific need. 

  • The ability to hold a variety of instruments in the portfolio.

  • They provide a tax advantage.

Portfolio protection and guarantees are executed by utilising various hedging methodologies and delivery mechanisms.
The liquidity enhancer or loan providers investors with access to invested funds without selling the assets. The funding rate for this liquidity is Prime less 1%.
These structures provide diversification for clients with existing portfolios or concentrated equity positions.
Contact us for more information on these bespoke portfolios.
bottom of page