Client Success Stories

Diversification for a Prominent Family Business

Background

Objectives

Our Approach

Results

Background

The Smith family, owners of a highly successful manufacturing business in Europe, approached the Brella Capital with a concern: their substantial wealth was heavily concentrated in the family business. While the company was thriving, the family recognised the inherent risks of having most of their assets tied to a single entity and industry.

Objectives

  • Reduce overall financial risk by diversifying their wealth.
  • Maintain the family's wealth growth trajectory.
  • Explore alternative investment opportunities beyond traditional markets.

Our Approach

Initial Assessment

  • Conducted a comprehensive risk analysis of the family’s current asset allocation.
  • Identified potential vulnerabilities and areas for diversification.
  • Engaged in detailed discussions with the family to understand their risk tolerance, financial goals, and investment preferences.

Strategic Asset Allocation

  • Developed a multi-asset investment strategy, balancing traditional investments with alternative assets such as private equity, hedge funds, and real estate.
  • Incorporated sustainable and impact investments aligned with the family’s values, focusing on sectors like renewable energy and social enterprises.

Implementation & Monitoring

  • Executed the diversified investment plan with careful selection of asset managers and direct investments.
  • Established a rigorous monitoring process with regular performance reviews and adjustments based on market conditions and family needs.

Results

Over five years, the diversified portfolio achieved an average annual return of 12%, significantly outperforming the benchmarks.

The family’s overall financial risk was substantially reduced, providing greater security and peace of mind. The Smith family expressed high satisfaction with their wealth’s increased stability and growth and the alignment of investments with their ethical values.

Get in Touch

Discover how Brella Capital can provide tailored financial solutions to meet your unique needs.

  • +44 11 8315 0545
  • info@brellacapital.com

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