We Design Trading Strategies and Build Bespoke Portfolios For Our Partners With A Multi Market, Multi Strategy Composition.
Our service is predominantly utilised by Asset Managers and Advisers who offer a regulated service to their clientele:
DISCRETIONARY FUND MANAGERS
MANAGED ACCOUNT PROVIDERS- HNW/UHNW
The Portfolio Consultancy (TPC) is a technically based derivatives trading and research operation which provides consultancy services to regulated Advisers, Hedge Funds, Wealth Managers and Asset Managers. We design trading and risk algorithms with a multi market, multi strategy exposure.
Our trading strategies are utilised by the various regulated operations to build bespoke portfolios for HNW individuals, UHNW individuals, Family Offices, UCITs structures, Expert funds and various Corporate Institutions.
As the name suggests- The Portfolio Consultancy utilise a ‘Multi Strategy Portfolio’ trading system for Asset Managers that aim to maximise profits for investors in both bull and bear markets, whilst looking to minimise the deviation on its equity curve.
Our systems aim to yield an absolute alpha in the markets. Our strategies do not have a benchmark to compare against- as our returns through the systems we have designed are based on specific assets like the FX market and our investment strategies are based on a combination of trend, counter trend, momentum and mid-term exposure trading.
The combination of various strategies within our systems we create are designed to provide our client’s and the Financial Institutions we operate for with the maximum possibility of targeting consistent returns (for their clientele) in any market climate, whilst keeping the volatility curve low and smooth.
With our consultancy services, Asset Managers can benefit from the expertise of TPC’s vast experience and knowledge of trading in many markets and asset classes which are derivative based like the forex arena, equity indices and the commodities market.
The bespoke multi market, multi strategy portfolios are tailored to the investor’s/fund’s chosen risk and volatility parameters.
MARKETS WE ANALYSE
MAJOR FX PAIRS
USD, EUR, GBP, CHF, YEN, AUD, CAD
S&P 500, DOW, NASDAQ, FTSE 100, DAX, CAC
OIL, GOLD, SILVER
The Portfolio Consultancy’s trading systems can build portfolios in many different individual markets, but in the current climate we suggest building a 'multi market' portfolio to ensure the portfolios are diversified and robust. Generally these portfolios consist of exposure in the FX arena, worldwide equities, precious metals and the commodity markets.