Services

•  We are transparent and are only paid by our clients
• Our Partners and employees invest alongside clients and are therefore properly aligned with them
• We put innovation at the heart of our model
• We offer a highly bespoke service

 Our objective is to protect and increase the wealth of our clients by providing superior risk-adjusted returns throughout cycles. We add value in two areas: asset allocation – strategic and tactical – and fund selection. 

 Our consulting team focuses on charities, non-profit organisations and wealthy families seeking independent advice on asset allocation, manager selection or the supervision of existing portfolios. 

 Our Private Investments team enables our clients to have access to private equity, real estate and private credit investments. This is done through a range of access vehicles and funds directly managed by Opulenty Capital.