Diversify beyond traditional markets with secure, accessible investments.
Real Estate.
Real estate offers stability and long‑term growth potential, and through fractional ownership models like real estate investment trusts (REITs), it can be traded much like stocks. Including real estate in your portfolio provides exposure to property markets without the need to purchase entire assets, helping balance risk and generate steady income streams. It’s a proven diversifier, often moving independently of equity markets.
Passion Assets.
Passion assets—such as art, wine, whiskey, and collectibles—combine cultural value with financial opportunity. Fractional ownership makes these traditionally exclusive markets accessible, allowing investors to benefit from appreciation in rare and limited items. Adding passion assets to a portfolio introduces non‑correlated returns, offering resilience when traditional markets fluctuate.
Exchange Traded Commodities.
Commodities like gold, silver, and oil can be accessed through exchange‑traded products, giving investors liquid exposure to global resource markets. These assets often act as hedges against inflation and economic uncertainty. By including commodities, portfolios gain protection during downturns and benefit from diversification across sectors beyond equities and bonds.
International Bonds.
Investing in foreign government bonds allows you to align with the economic strength of different countries. These instruments provide fixed income while diversifying across geographies and currencies. International bonds can reduce reliance on domestic markets, offering stability and balance when local economies face volatility.
Multi-Alternative Funds.
Multi‑alternative funds combine several non‑traditional asset classes into a single, actively managed portfolio. This approach spreads risk across diverse strategies—such as hedge fund replication, private equity exposure, and commodities—while simplifying access for investors. Including multi‑alternative funds enhances diversification by blending multiple sources of return into one investment vehicle.
Real Estate
Liquidity: High
Public Access: Excellent
Risk: Moderate
Portfolio Role: Income & Inflation Hedge
Passion Assets
Liquidity: Low - Medium
Public Access: Moderate
Risk: High
Portfolio Role: Diversifier, Non-Correlated
Commodities
Liquidity: High
Public Access: Excellent
Risk: High
Portfolio Role: Inflation, Hedge Diversifier
International Bonds
Liquidity: High (Utilising ETFs)
Public Access: Good
Risk: Moderate
Portfolio Role: Yield & Currency Exposure
Multi-Alternative Funds
Liquidity: Medium
Public Access: Good
Risk: Moderate - High
Portfolio Role: Diversification, Hedge
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