Our Services
Context Capital offers a range of services to Financial Planning firms, Endowments and Asset Consultants. Our services can be supplied on a stand alone basis or as part of broader solutions.
Working with clients to set up efficient and effective structures allowing rigorous decision making.
Setting investment objectives and goals, drafting policy framework.
Capital markets assumptions, portfolio modelling and optimisation.
In depth manager research and selection capabilities.
Rebalancing, ongoing performance monitoring and reporting. We can provide platform based managed account solutions either as part of a broader strategy or a comprehensive offering depending on the context of our client.