Recent work undertaken

A summary of some of the recent work undertaken by us.

• We have been appointed to manage a trust portfolio which includes three distinct segments for a short term tax reserve, a school fee sinking fund and a long term growth element.

• We have been appointed by a FTSE 100 director to manage a purely structured product portfolio with full capital protection, with all returns treated as capital gains to offset brought forward losses.
• We have been appointed as investment managers of a large private unit trust.
• We have been appointed to manage a substantial charity portfolio.

2006

• We have been appointed by an important family to manage a substantial Settlement.
• We have been appointed by leading IFA to manage a multi asset Fund of Funds.
• We have been asked to act as investment consultants to a substantial private unit trust.

2005

• We have been appointed to manage a charity actively involved in the arts world.
• We have been appointed to manage a portfolio comprising only a substantial holding in a FTSE100 company, with a view to a managed and gradual disposal.
• We have been appointed to manage the pension scheme of an IT company.

2004

• We have been appointed by an important UK sports personality to run an absolute return portfolio with no long only exposure to equity markets.
• We have been appointed by Close Finsbury to manage a multi asset Dublin based OEIC. This is aimed at private investors looking for a diversified fund of funds.
• We have been appointed by an offshore trust company to manage a portfolio investing solely in structured deposit accounts offering more attractive rates of interest.

2003

• We have been appointed by an important European intermediary to manage a broker fund on their behalf.
• We have been appointed by a family to manage a range of trust and personal assets with the objective of a substantial reduction in risk and a boost in income levels.
• We have been appointed by a resident but non UK domiciled family to manage an offshore trust to pay for the education of children.
• We have been asked to manage a portfolio for a lawyer who previously held eight separate insured pensions before amalgamating them in a SIPP.
• We have been appointed to manage a substantial portfolio for a director of a FTSE 100 company.
• We have been asked to restructure an existing portfolio of direct equities with a view to creating a more coherent and relevant strategy.

2002

• We were asked to construct a low risk portfolio which is not correlated to equity markets as a substitute for cash deposits for a UK family.
• We were appointed to manage the investments of a company on behalf of beneficiaries in more than ten different countries.