As your wealth grows, the needs of your investment portfolio typically become increasingly complex.
Understanding your true risk exposures can be especially challenging, for example, when you have many holdings across multiple providers.
The Global Investment Lab is a unique team dedicated to providing institutional-caliber analytics in relation to portfolio construction, risk management and investment strategy.
Among those whom we regularly serve are wealthy individuals and their businesses, trusts, endowments and foundations and family ofﬁces.
Our investment process begins with our professionals gaining a full understanding of your situation and goals in order to uncover risk exposures and potential opportunities in your portfolio.
As well as your core and opportunistic portfolios, we assess your other assets, liabilities and business interests in light of your investment goals and risk appetite.