This global investment firm offers a comprehensive range of investment solutions, combining access to over 110 high-rated funds with specialized strategies and vehicles across public and private markets. With $1.7 trillion USD in total assets under management and 1,600 investment professionals across more than 25 countries, the firm has established itself as a global leader in asset management. Since 2019, the company has broadened its capabilities by attracting top-tier investment managers with expertise in areas like fixed income, equity, alternatives, and multi-asset solutions. The firm places a strong emphasis on preserving the investment independence of each manager while providing large-scale expertise in distribution, marketing, operations, and risk management. This balanced approach ensures that the firm remains adaptable and resilient across market cycles, backed by its robust corporate balance sheet and commitment to financial stability.
$1.7 trillion (USD) in total assets under management.
1,600 investment professionals across 25+ countries.
110+ funds with a Morningstar rating of 4 or 5 stars.
Specialized expertise in areas such as fixed income, equity, alternatives, and multi-asset solutions.
Consultative services to craft custom solutions for clients’ unique financial goals.
Strong risk management and operational practices supporting investment stability.
The firm’s broad capabilities, combined with a commitment to financial stability and market independence, enable it to deliver a diverse set of investment strategies designed to meet clients’ needs and adapt to changing market conditions.
As a financial and insurance advisor, I can harness this investment firm’s extensive range of specialized products to provide tailored financial solutions for my clients. With access to over 110 highly-rated funds and a diverse array of strategies, I can craft custom portfolios that align with clients’ risk tolerance, investment objectives, and time horizons. The firm’s focus on alternative investments, such as private equity, venture capital, and digital assets, offers unique opportunities for clients looking to diversify and grow their capital. Additionally, their expertise in multi-asset solutions provides flexible options for clients seeking balanced risk management and optimized returns.
Key Benefits for My Clients:
Tax-efficient solutions: By selecting funds that align with clients' tax-saving strategies, I can help maximize returns while minimizing tax liabilities.
Diversification: With access to public, private, and alternative markets, I can help my clients diversify their portfolios across various asset classes and sectors, reducing overall investment risk.
Specialized strategies: The firm’s expertise in areas like emerging markets, green/social bonds, thematic investments, and real estate enables me to provide targeted strategies for clients interested in specific sectors or opportunities.
Custom solutions: The firm’s consultative approach allows me to work closely with clients to design portfolios tailored to their individual financial goals, whether they seek growth, income, or managed volatility.
Financial stability: With the firm’s solid balance sheet and risk management practices, my clients can be confident that their investments are backed by a company capable of navigating economic uncertainties and market cycles.
By utilizing this firm’s wide range of investment options and expertise, I can help my clients grow their wealth, protect their financial future, and achieve their long-term financial objectives with customized, strategic solutions.
“Our purpose is to deliver risk-adjusted returns and create long-term value for our clients. ”