Asset Management

Overview

We believe it takes dedicated expertise, trust, transparency, vision and commitment to help achieve a client’s financial goals and security. We understand the immense responsibility we are entrusted with when managing clients’ assets and capital. As a team of professionals with a vast amount of asset management experience, we also recognise that the best investment and asset management talent is not limited to one manager, or one geography or jurisdiction.

Once we’ve built a client’s bespoke strategic and tactical portfolio allocation — with their financial objectives and risk/reward profile at its core — we conduct extensive research and due diligence before mandating and contracting selected funds and investment managers to invest part of the portfolio. This lets us fully pursue our clients’ objectives and maximise alpha generation. We stay adaptable and flexible, with access to leading managers, in order to achieve sustainable, superior investment results over the medium to long-term horizon.

Investment Approach

Our asset management approach is twofold. For traditional asset classes — equity, fixed income and cash / money market instruments — we contract and mandate out to selective, talented and highly successful funds, fund managers and other external investment managers with excellent track records and a strong commitment to realising our clients’ targeted returns while assuming as little risk as possible.

Why mandate the management of traditional assets in our clients’ portfolios:

1. It gives us the freedom and flexibility to select the best talent in the investment management sector, from managers across the global marketplace.
2. It gives clients a real, substantial diversification benefit, as investments are spread across funds managed by different managers, strategies, methodologies, jurisdictions and styles.
3. It avoids any conflict of interest in appointing or retaining a fund manager.
4. It gives us control — the ability to change a manager at short notice if needed, without charges, tax consequences or inconvenience to our clients.

The second methodology we employ is to focus on what we do best. HELMS actively manages and deploys its expertise in alternative investments. With deep experience in this space, we take on bespoke, tailored discretionary, advisory and execution-only mandates across real estate, private equity and venture capital, hedge funds, commodities, collectibles and other real asset investments. With a team of professionals specialising in each sector, we offer clients the best market knowledge, research and proficiency across the strongest investment products, vehicles and opportunities.

Alternative Investments

In an ever-changing and complex world — and an even more complicated traditional asset class market, with highly competitive asset managers — we believe truly adding value to a client’s portfolio demands an open-minded, forward approach to alternatives and their role within portfolio construction and allocation.

We build portfolios that are efficiently diversified (alternatives exploit a unique set of alternative risk premia, providing idiosyncratic sources of uncorrelated returns), robust enough to withstand uncertainty, and consistent in performance — since diversified return streams can meaningfully improve risk-adjusted returns. An allocation to alternatives is a powerful instrument in building a more resilient, alpha-driven portfolio, always with the client’s objectives at heart.

Now more than ever, we believe alternative investments have a deep-rooted, fundamental and strategic role to play in building a better, improved risk/reward profile for client portfolios of the future. Within this allocation, real estate, hedge funds and private equity & venture capital are among the categories we actively hand-pick for clients.