Use of ‘alternative’ funds often leads to dangerously concentrated portfolios
All advisors face a major challenge - client portfolios are regularly too small to allow diversification across more than a handful of funds, due to minimum value entry requirements. If one or two of these investments "blow up", then the client’s very concentrated portfolio can take years to recover.
More and more advisors are referring the construction and management of clients’ portfolios, for the whole or a part of the client’s investments where suited, to a Discretionary Fund Manager or DFM. As an expert in asset allocation, DFM's provides absolute return portfolios, hugely diversified across a multitude of 'best of breed' managers and strategies, designed for each individual client, with the aim to make money 'whatever the weather', and capital preservation as the cornerstone of the investment process.
SAINT has ensured that our selected DFM's can be accessed direct or via Offshore Bonds, QROPS/QNUPS/SIPP and other wrap/platform/trustees.
Our extensive knowledge of the Financial Services Industry and constant research and listening to clients needs and requests are a key part of ongoing commitment to adapt and improve services, offerings and results for our clients. To further enhance overall portfolio and asset management capability, we have selected to work with some proven institutional experts in asset allocation and offer this service.
DFM Is The Solution –
Asset allocation provides as much as 90% of returns and drives portfolio risk profile. An investment management service previously “only available to the super-rich”, the intention and cabability to deliver this is here and available to retail clients.
If you are serious about making long lasting, effective and secure changes to the way your portfolio is managed contact us for details.
The information provided in this section of the website is solely for those contemplating alternative opportunities and for information purposes only.
The website and its content are not and should not be deemed to be an offer of or invitation to engage in any investment activity. The website should not be construed as advice or a personal recommendation by SAINT to any prospective investor.
Any person accessing the website and considering potential investment opportunities featured on the website should make their own commercial assessment of an investment opportunity after seeking the advice of an appropriately authorised or regulated financial advisor.
The products available from SAINT are carefully sourced for investors with some degree of investment knowledge and experience, who wish to take an active responsibility for their investment decisions rather than for investors who may prefer to leave those decisions to a Fund Manager.
Neither SAINT nor the products it offers are authorised or regulated by the Financial Conduct Authority. The products and service available do not therefore offer recourse to the Financial Ombudsman Service or the Financial Services Compensation Scheme.
Whilst SAINT aims to ensure the content of its website is accurate, the information presented on the website is received from the providers of the products and SAINT does not, therefore, accept any responsibility or liability for any information (including the accuracy of such information) featured on the website.