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 (22% 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

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