Services Overview

Strategic Planning
With the unique and powerful combination of industry expertise, quality market research and proprietary systems, we offers an exceptional approach to strategy development and deployment.

Asset Management
Our Asset Management team applies insights and risk management expertise to help institutional and individual investors with their financial goals.

Investor Relations
Our assets are our people, capital and reputation, and if any of these is ever diminished, the last is the most difficult to restore.

Financial planning
Starts with developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

Our firm helps institutional clients, governments, financial service providers and large corporations, buy and sell diverse investment instruments around the world.

Our Global Investment Research division provides original, fundamental insights and analysis for clients in the equity, fixed income, real estate, currency and commodities markets worldwide.

Main Services



Our investment managers specialize in custom designed solutions. Our fixed income teams bring expertise up and down the capital structure – ranging from government and corporate credit, public-private partnerships, to private placements.


Real Estate

Each of our teams brings unique insight into the behavior of the local markets, the factors that drive their portfolio construction and the consequential application of the related investment process.


Mergers & Acquisitions

We provide our clients with access to investment opportunites that span the globe. Our M&A division capitalizes on the diverse opportnites available and incorporates them into our clients strategic plan.



We are able to access unique sources of capital, including our ability to act as a principal in select situations.