Global Funds
In order to ensure downside risk management and different value drivers in a portfolio, we recommend our clients gain different types of global exposures, including:
Global managed funds domiciled from New Zealand and Australia
US based funds that we have strong partnerships with
Emerging markets in bespoke chunks when the risks are managed carefully
We are able to manage the tax and reporting obligations efficiently across different countries, making the process as seamless as possible for our clients.
Related Expertise
“The investor’s chief problem — and even his worst enemy — is likely to be himself”