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
- Initial target Income achieved
- Stability of long term returns
- Investment exposure fully hedged