NICHE PORTFOLIOS
Designed for experienced investors, the Niche Portfolio offers a fully bespoke approach to building a portfolio of local and/or global stocks. Each portfolio is shaped around your specific preferences, whether by region, theme, sector, or investment strategy.
Examples include:
- Regional – Targeted exposure to Chinese and Japanese equities.
- Thematic – Focused on green energy and clean technology leaders.
- Sector-based – Concentrated in the healthcare sector, spanning pharma, biotech, and medical devices.
- Strategic focus – High dividend yield stocks for income generation.
Each portfolio is uniquely structured to reflect a focused conviction while balancing risk, return potential, and the client’s overarching financial goals.
The client will have extensive interaction with the portfolio managers in constructing and maintaining the portfolio and great flexibility as to stock selection.
The portfolio can also be placed into a Life Wrapper structure, which has tax and estate planning benefits.