Investment Management

We believe a long-term diversified asset mix is the key to investing wisely. We invest to both preserve wealth and create wealth, continually searching for and capitalising on market opportunities.

We invest globally, across multiple jurisdictions and multiple asset classes, including equities, bonds, commodities, real-estate and private equity.

We encourage our clients to think in terms of Core and Satellite pools of capital, with Core typically the bedrock of their liquid asset base.

Our Core portfolios are designed and constructed to deliver consistent risk-adjusted returns throughout the economic and market cycle.

Satellite capital is more opportunistic, with activity focused on less liquid assets such as hedge funds, private equity and real estate.

We first identify your goals, investment experience and appetite for risk and then prescribe a suitable combination of assets.

Your capital is invested via a global network of investment specialists with whom we collaborate.

Your investment portfolios are continually monitored and reviewed within a framework that is proven, forward-looking and dynamic.

As markets change and your needs evolve, we provide you with advice derived from our experience and our network of experts.

Through our collaborations, we provide you with access to a world of knowledge, experience and opportunity.

In an ever changing legal, tax and regulatory environment, we provide you and your family with advice and expertise in order to preserve wealth across generations.

Our fees are transparent and competitive. We charge fees for our advice but do not charge our clients commissions on investments.

As a client of Cadence Capital, we can introduce you to a top-tier global financial institution that provides additional services including a credit line, or ‘liquidity cushion’, that can be used flexibly at any time. This liquidity cushion is secured solely against your investment assets with Cadence.

We offer hedging strategies that protect against the potential downside that comes with a concentrated single stock position, and strategies to manage currency volatility.

We meet you regularly to review progress while you have continual access to view your accounts, assets and performance via our secure online client area.

Our reporting service can consolidate all your assets into one single report, to include assets held privately by you and assets held with other banks and investment managers.

This facilitates a continuous evaluation of your overall investment progress, asset allocation and total wealth.