Insights
By: Graham Wainer
Two minutes with Graham Wainer
We are not a traditional ‘top down’ asset allocation firm. While we are very macro aware, we first start with markets that we find attractive and seek out managers to implement our investment decisions at the sector and security level.
Our key job is to add value in the markets in which we see opportunities. We identify specialist active managers with high tracking error and potentially high alpha generation - investments that outpace the benchmark both in terms of performance and returns.
Our solutions are wholly underpinned by the requirements of our clients. The strength of our investment management approach lies in our ability to construct tailored portfolio solutions to meet the specific requirements of our individual investors. This approach and style remains solidly intact. It is the cornerstone of what we do.
For some clients, we believe their interests would be better looked after by investing in co-mingled funds due to their cost effectiveness - the result of economies of scale and tax efficiency. We have designed a range of onshore and offshore solutions for this express purpose.
Private capital is at the heart of our investment process. We believe it is an important part of a globally diversified managed portfolio. We have been using private capital - investing in unquoted companies - for some time and have now reached critical mass; we have a good track record and a superb team.
A family office relationship is much more than managing an investment mandate. Stonehage Fleming’s offering is a more holistic solution than a pure transactional asset management service. There are some supremely good active asset managers out there, many of whom we use in our portfolios. There is a tendency, however, for them to avoid dealing with the bigger picture - with the essential ‘building blocks’ that go into developing a holistic family office relationship, like structuring and putting asset protection vehicles in place. That is where we bring real expertise and added value to our clients.
Find out more about Stonehage Fleming's Investment Management offering
Disclaimer: This article has been prepared for information only. The opinions and views expressed on any third party are for information purposes only, and are subject to change without notice. It is not intended as promotional material, an offer
to sell nor a solicitation to buy investments or services. We do not intend for this information to constitute advice and it should not be relied on as such to enter into a transaction or for any investment decision.
Whilst every effort is made to ensure that the information provided is accurate and up to date, some of the information may be rendered inaccurate in the future due to any changes.
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