IIInvestment Advisory
Strategic investment planning for patient capital.
Independent advice on asset allocation, manager selection and private markets, designed around preservation and long-term real growth.
Far-sighted
Overview
A portfolio should fit the life around it: the commitments, the ambitions and the need to sleep well at night.
We construct an investment policy statement with each family, agreeing objectives, constraints and risk boundaries before any capital is deployed.
Portfolios are then built with deliberate international diversification, combining liquid markets with carefully selected private investments where appropriate, and reviewed with discipline rather than reaction.
Patience is not passivity. It is a deliberate investment decision.
Auren principle
What we provide
Scope of service
Investment policy
A written framework of objectives, risk budget and governance for the family’s capital.
Strategic allocation
Long-term allocation across regions, currencies and asset classes.
Manager selection
Independent due diligence on fund managers and investment partners worldwide.
Private markets
Considered access to private equity, private credit and direct co-investment.
Diversification
Reducing reliance on a single home market or a family’s operating business.
Review & rebalancing
Regular review against the agreed policy, rather than the latest headlines.
Our approach
How we work
- 1.
Agree objectives and constraints
- 2.
Document the investment policy
- 3.
Construct and implement the portfolio
- 4.
Monitor, report and rebalance
Continue
Family Governance
Private Consultation
Before a plan, there is a conversation.
What have you built? What do you hope it makes possible?
We begin by listening.