Comprehensive wealth guidance from a trusted advisor watching over every aspect of your investment needs
Wealth that has been created should not be destroyed. Our philosophy is that capital should firstly be preserved and secondly grown. This results in us identifying investment institutions who are not only good at generating consistent positive returns but who also are excellent at minimizing or avoiding losses.
The essential first step is to understand your needs. We do not have a standard, “off the shelf” investment strategy and each one is tailored to your individual circumstances. After understanding what you wish to achieve with your hard earned funds will determine what type of asset classes, investment managers and the appropriate mix will achieve your goals with an acceptable amount of risk. We will help find the experts to meet your requirements, guide you through the strengths or weaknesses of each approach and negotiate favourable terms.
Our process involves rigorous analysis of their performance but more importantly of their team, process and structure to assess if past performance is repeatable.
Once investment managers are appointed we continue to monitor their performance, investment decisions, team and process developments through regular meetings and calls and we will look for early-warning signs, monitor their performance, process and the team to ensure risks are identified before they become a serious concern.
Our reporting covers not just the investment managers appointed but also the overall account results. We will be pro-active in our relationship and wish to ensure that as your needs evolve so do the managers who support your changing environment.
In providing these services we wish to remove the mystique of investments. Our reporting and communication will be clear and understandable and wherever possible we will help build your knowledge and understanding of investments and the managers you employ.
We have strong values of honesty and integrity and this is in part demonstrated by our rebating all fees and commissions we can achieve on your behalf. Our motivation is therefore to find the best investment manager to meet your goals, not the one paying the highest commissions.
Our Mission
Peritus Investment Consultancy seeks to deliver exceptional risk adjusted returns over the long term for its clients while limiting drawdowns.
Our Beliefs
- Providing access to the best investment talent globally using an independent total open architecture approach.
- Identifying high calibre investment managers through in depth research and thorough due diligence.
- Building actively managed accounts that are broadly diversified across asset classes and investment styles.
- Using comprehensive risk management which incorporates both quantitative and qualitative analysis.
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