Partner with Stylo to bring cost-efficient, diversified and transparent investment solutions to your HNWI clients
Offshore Investments
Investment Solutions
Suite 1
Multi-asset mandates:
- Global Low Equity – Cautious
- Global Balanced
- Global High Equity – Growth
Single asset class mandates:
- Global Equity
- Other Asset Classes
Suite 2
Specialist Mandates:
- Currency Hedged Mandates USD, GBP, EUR
- ESG
- Shariah compliant
- Bespoke
Accessing the Portfolios
Access via the following platforms using custodian option:
- Old Mutual International
- Glacier International
Or direct business with custodian
Pick your custodian
- Saxo Bank
- Credo
- Investec UK
Additional Value Add
- Support with on-boarding clients
- Calculators for quantifying cost/benefit of global endowments
- Monthly client statements using Morningstar reporting modules
- Customise, co-brand, white-label the client statements and a client portal
You can now rest assured that your clients are in portfolios that match their risk profile, are well diversified, have low-cost and typically beat the vast majority of comparable actively managed funds.
