Portcullis launches Portcullis Investment Office Private Limited, focusing on bespoke wealth preservation for families and HNWIs. Discover how their flagship portfolios delivered strong returns in volatile markets.
With the renewed distinction of activities within the Group companies, Portcullis is pleased to announce that its Family Investment functions have been formally organised as Portcullis Investment Office Private Limited. Launched almost four years ago as part of the Fusang Group, as of Jan 1 this year the focused investment activities were re-positioned within the parent Portcullis Group. Said Group President David Chong: ‘Our sister group Fusang will now turn its attention to being the first fully-licensed securities exchange in Asia focused on digital assets; and
Portcullis will concentrate on being Asia’s premier Multi-Family Office.’
The Investment team comprising veterans of large Single Family Offices has demonstrated its ability to execute on the core belief that families deserve a deep understanding of their wealth psychology before agreeing with advisers any investment mandate. Recognising there is no one-size-fits-all portfolio or investment style, the Portcullis investment team has proven ability to deliver on a client-specific wealth preservation mantra.
In 2018, while almost all asset classes experienced negative returns, Portcullis delivered +6.73% and +6.95% on its two flagship portfolios, the preservation oriented Income fund and the selective growth Global Alpha fund. Family clients enjoyed the ideal combination of consistent positive returns and low volatility and felt especially reassured by positive performance in the face of last year’s nervewracking sell-downs. The Income portfolio has a track record of 100% positive monthly returns since its launch in 2016 and the Global Alpha portfolio tracks closely with a 94% record.
The Investment Office is deeply grateful to its clients for their faith and generous support over the years. We remain unflinchingly committed to our conflict-free business model that puts client interest above all else. We remain optimistic about our ability to serve family and HNWI wealth needs with a truly objective perspective and look forward to an investment conversation with all Portcullis Group clients in the days to come.
To schedule a no-obligation conversation or portfolio review, please write us anytime at: investorrelations.io@portcullis.co. We look forward to hearing from you.
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