Summary:

Our portfolio offering combines our in-house ClucasGray investment expertise with a world-class investment offering that is closely aligned with our investment process and philosophy.

Investment objective:

Based on each individual client’s risk profile we construct currency-referenced (USD, GBP, EUR) portfolios, which strive to achieve the right balance between capital preservation and growth.We combine direct investments of 20-25 high quality global companies with a combination of third party funds, ETF’s and direct property and bond holdings.

Minimum Investment Requirement

US $ 600,000 

Platform Providers

Julius Baer (Switzerland), Credo (London) 

Custodian

Julius Baer, BONY, BNP Paris