Approach

Aristeus puts clients’ interests first. We strive to understand their needs and tailor solutions through appropriate asset allocation and bespoke portfolio design contingent on their return objectives and risk appetites.

The likelihood of achieving those objectives is significantly enhanced when costs are carefully managed and strategic discipline is upheld amid informational and behavioral challenges. Thoughtful rebalancing and infrequent, deliberate adjustments are essential to sustaining long-term success.

Maximize returns with volatility levels less than equities through investing in a diversified, global mix of predominantly public and liquid securities across the major traditional classes – equities, fixed income and cash.

Supplement clients’ exposure to traditional asset classes with selective exposure to alternative and less liquid assets classes – private equity, hedge funds, property and commodities.

Undertake all asset management within rigorous risk management standards and parameters established and managed by the Aristeus’ risk management team.

Maintain regular contact with clients through regular reporting, quarterly investment committee meetings and client meetings.

Build and maintain international partnerships with banks, brokerage firms and investment research resources, allowing us to access a comprehensive range of investment opportunities, enabling Aristeus to better attain the investment objectives of our clients.