Wholesale investment planning aims to optimise wealth accumulation and capital preservation for sophisticated and high-net-worth investors by leveraging specialised investment vehicles and strategies. These may include private equity, venture capital, hedge funds, and other direct investments, such as commercial real estate and infrastructure, as well as more traditional asset classes. It requires true expertise, particularly around risk assessment/management and due diligence, thorough analysis, and a deep understanding of our clients’ unique needs. Our advisors work closely with individuals to create customised portfolios, considering factors such as tax efficiency, diversification, and your long-term strategic plan.
