IPC uses extensive internal and external research to construct strategic asset allocation frameworks. Portfolios are then constructed, tailored for each client’s risk profile and return objectives, and managed according to these strategic asset allocations, which are subject to regular review. Our strategic asset allocation framework includes exposure to:
In addition to robust portfolio construction and regular reviews, our clients enjoy the following active management services:
Our wealth management services are tailored to the needs of each client. We charge an annual fee for our services, dependent on the size and number of investments in each portfolio. Each client will:
We partner with several quality investment platforms, which provide clients with several benefits, including:
Investment portfolios are well diversified to reduce portfolio risk without sacrificing returns. This may include diversification across: