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Overview
Our Direct Investment Group comprises specialist teams that sit alongside our Advisory Group and Chief Investment Office.
They assist clients seeking to complement their core portfolio with institutional-quality direct private and public investments.
The Group offers services in two discrete areas – direct investment opportunities and direct fixed income.
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Direct Investment Opportunities
Direct investment opportunities can benefit clients looking to complement their portfolios with tactical investments that have a higher risk and return profile. The team has particular expertise in identifying and structuring such opportunities, including off-market deals that are ordinarily difficult to access.
Direct investments in the private sector can include early-stage private equity, private debt, and property projects.
Public investments can include equity IPOs or pre-IPO offerings, listed property deals and listed hybrid issuance.
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Direct Fixed Income
This service can suit clients exploring investments to meet their targeted objectives with regard to capital stability, income stream, liquidity levels, risk, and return.
Direct fixed income investments can range from direct bonds to senior and subordinated debt and hybrid securities.
Applying their specialist expertise, the team can call on institutional markets and pricing to curate fixed income portfolios that are secure and transparent, and structured to optimise client returns.
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