Investment Consulting Solutions in Your Context

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As an increasing number of advice firms make the decision to step out on their own, a gap is often left in terms of portfolio construction that was formerly filled by an institutional or bank owned dealer group. 

Our IFA and Independent Dealer Group service can be flexible and be tailored to meet each group’s needs. We can add value to dealer groups in areas like:

• Establishing efficient and effective governance framework allowing rigorous decision making
• Developing investment strategies, goals and policies
• Quantitative analysis and research of your dealer groups APLs
• Model Portfolios tailored to the dealer group needs
• Participating with the investment committee 
• In depth manager research and selection capabilities
• Portfolio construction, capital markets assumptions, asset allocation and optimisation advice
• 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. 

Traditionally, the wealthiest retail clients of advisers have demanded a greater level of service, product offering and sales personnel due to the complexity of their requirements. With an increase in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions and expertise throughout the world.

We believe it is important to distinguish the investment advisory element of private wealth management from a standard retail advice offering.  Context Capital can support private wealth firms differentiate through:

• Gaining access to institutional level investments such as infrastructure, private equity and hedge funds
• Bringing sophisticated portfolio construction and modelling both at a firm level and in a way that can be tailored on a client-by-client basis
• Supporting the governance, fiduciary and strategy aspects of relationships with not-for-profits and charitable trusts
• Building investment programs that are beyond returns and incorporate impact and sustainability 

This can be provided as a compliment to our standard offering for advice practices. 

Sophisticated individuals seek the counsel of wealth managers who specialize in managing the finances of private, often high-net-worth individuals (HNWI). HNWIs have unique financial situations that require greater diligence and a higher degree of active management. 

We understand the needs and challenges in protecting and building the wealth of families, whom have accumulated hard earned assets over generations. We understand that every family and every individual within a family is unique and has different aspirations and motivations. Properly managing significant wealth requires customised, specialist advice. Whether our clients’ wealth is created or inherited, we provide a level of service distinguished by discretion and advice, guided first and foremost by what matters most to our clients. Family business can be diverse and vary in size, sector with a range of structures. We can provide institutional grade investment advice in a local and personable way and aim to deliver enhanced value through focus on increasing capability and knowledge of our clients as well as providing end-to-end service that helps our clients achieve their goals.

The challenge and opportunity in investing has never been greater for foundations, endowments and other for-purpose asset owners. Context helps these purpose led investors construct and implement bespoke, mission-aligned portfolios for their corpus. 

We provide purpose led investors a comprehensive solution that can be delegated to Context to manage but customised to the mission and objectives of the investor through:

• Establishing efficient and effective governance including relieving the organisation of governance burdens as required 
• ESG screening to ensure the portfolio is mission aligned
• Incorporate targeted, mission aligned, impact investment 
• In depth manager research and selection capabilities
• Portfolio construction, capital markets assumptions, asset allocation and optimisation 
• Rebalancing, ongoing performance monitoring and reporting.