Investment Strategy & Oversight
Team Tijani helps families establish an investment approach that fits their circumstances.
We start with a close understanding of the capital itself: its purpose, time horizon, liquidity requirements, and the level of risk a family is prepared to accept. Team Tijani then monitors the people and institutions entrusted with putting it into effect.
From there, we build a framework for decision-making that remains useful when markets are moving and opinions are plentiful.
What We Handle
- Investment Policy and Asset Allocation
- Defining the role of each part of the portfolio and the balance between growth, income, liquidity and capital preservation.
- Manager Research and Selection
- Assessing investment managers, funds and direct opportunities before capital is committed.
- Portfolio Monitoring
- Reviewing performance against the agreed strategy, rather than against a convenient benchmark.
- Due Diligence
- Examining fees, terms, risk exposure, governance and the people responsible for managing capital.
- Custodian and Bank Oversight
- Reviewing the institutions that hold assets and supporting decisions around new or existing relationships.
- Investment Reporting
- Turning information from different managers and asset classes into reporting that can be read and used.
- Liquidity Planning
- Ensuring capital is available when the family needs it, without forcing decisions at the wrong point in a market cycle.
A Measured Point of View
A portfolio can look busy while remaining poorly understood. Different managers may hold similar positions. Fees can become obscured across platforms. A successful investment may have outgrown its original purpose.
We ask questions that uncover the common pitfalls of private wealth investment and put these answers in front of the family. Where change is needed, we set out the options and their consequences. Decisions remain with the family, supported by a clear recommendation and the information required to make it.
Ongoing Oversight
Investment oversight is a continuing process of checking whether the portfolio still reflects the family’s circumstances and whether each manager continues to justify its place.
Team Tijani meets regularly, reviews developments as they arise and remains available when a decision cannot wait for the next scheduled conversation. The result is a more informed investment process, accompanied by a diligent record of why each decision was made.