Investment Strategy Development
The investment world has evolved into a complex array of asset classes where specialization is critical for the asset manager to excel. It is highly unlikely that any one manager will be best of breed across numerous classes. This fact dictates our belief that any given investment portfolio should have its strategy (asset allocation and asset manager selection) determined by an independent internal or external investment advisory team. Partners Capital plays the role of an independent external adviser by minimising conflicts in allocating assets and selecting asset managers. We primarily recommend on third party funds and seek external advice from an independent third party, when we perceive a deemed conflict. Gone are the days where owners of investment capital tolerated the conflicts of interest inherent in the traditional private banking and wealth management model where the advisor allocated client capital to in-house asset management funds.