Ormonde Pattern 02

Listening to each of our clients, we design bespoke solutions to help them meet their long-term investment objectives

Our solutions range from tailored individual portfolios to pooled structures giving access to an actively managed portfolio of our best ideas through a single allocation.  We are flexible and creative, putting the need of each client first to provide the most appropriate investment solution.

Bespoke Individual Portfolios

As a trusted adviser, we provide a personal, high-touch service, always putting each client’s best interests first.

For some investors, a bespoke investment programme of their own is the most appropriate solution. These investors may be of a particular size, be seeking specific exposures or have distinct requirements to be addressed. Our team supports clients looking to establish a new investment programme, rebalance an existing portfolio, or meet the needs of the next generation and more. We work flexibly, but seamlessly with each client, providing advisory support through to full discretionary management.

Bespoke Structured Solutions

Working in close partnership with multi family offices and wealth managers, we support with the design, launch and operation of own-brand pooled solutions. These solutions can take shape as vintage funds launched in sequence or a full open architecture across a wider platform. This provides their underlying clients with access to a diversified portfolio of private market assets through a single allocation; exposures that they otherwise would not be able to access. 

Each pooled solution is customised to reflect the MFO clients’ collective risk/return profile, investment objectives, values and world view.