Investor Positioning

Utilise the offering that is the first of its kind, Fund Managers working with the investor to achieve a diversified and well positioned landscape to achieve their objectives

Use the benefit of over 40 years of Private Wealth Family Office and HNW structuring experience

Work with the Fund Managers to run an eye over further investment options

Our solutions elegantly achieve objectives within your existing structure through investments in:

• • The Apex Fund provides exposure to the broader market

  • The Focus Fund provides exposure to specific growth opportunities

  • The Dragonfly Fund exposure to specific micro-cap high risk investments

  • High yield solutions for those looking for income or balancing their growth opportunities

  • Direct equity investments balancing exposure and risk against the Funds

Investors can utilise one fund to diversify and complement a more detailed direct approach for the other under one stewardship.