Global Balanced Solutions

Strategies based on fundamental analysis to optimize return potential

How we can help you

Whenever markets are inefficient, investors need responsiveness as well as specialist knowledge to capture opportunities.

Portfolio managers rely on both bottom-up and top-down assessments to determine allocations.

Why partner with us?

Strong track record

We have nearly 30 years of experience in multi asset investing, and have delivered competitive returns.

ESG pioneer

We are an ESG pioneer offering different approaches enabling investors to choose an approach which matches their preferences.

Client-centric

We focus on your needs, providing solutions for retail investors, institutional investors, and strategic partners.

Our Global Balanced Solutions offering

The Global Balanced Solutions team provides institutional investors with tailor-made, multi asset segregated mandates. We are dedicated to our investors and have a deep understanding of their needs.

We actively invest and optimize return potential in markets that vary in efficiency. Strategies target outperformance versus an agreed benchmark. Our team uses a fundamental approach that integrates minimum sustainability criteria. We follow a well-structured investment process with the aim to repeat favorable results.

In addition to minimum sustainability criteria, we respect client-specific exclusions and offer positive screening approaches, leveraging the extensive knowledge of our in-house ESG experts.

Meet the team