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
REQUIREMENTS
US$600 000 

PLATFORM PROVIDERS
Julius Baer (Switzerland)
Credo (London)

CUSTODIAN
Julius Baer, BONY, BNP Paribas