Independent. Considered. Personal.
At Parasol, we are passionate about our role within financial markets while we care deeply about our clients' well-being and our relationships with each of them.
An Institutional Framework
Our advice is built on two key investment principles: invest for the long term and diversify effectively.
Adopting this mindset, we employ an institutional framework throughout the client journey. This involves: establishing a purpose for each pool of capital; setting appropriate return goals and a corresponding risk budget; allocating strategically and tactically across multiple asset classes (public and private equity, real assets, absolute return strategies, public and private credit, fixed income, cash) and maintaining a disciplined review process.
An agreed plan is documented with each client via an Investment Policy Statement.
Fit For Private Clients
Private investors aren’t institutions. They have differing objectives, time horizons and liquidity constraints while life goals and situations can change quickly.
We take the time to understand our clients. Every story is unique and our approach is a reflection of this. We do not believe in model portfolios or a ‘one size fits all solution’. Our portfolios are individually constructed to best suit each client’s needs.
A holistic offering, we work closely with other service providers such as Accountants and Solicitors, ensuring our clients' assets are adequately protected and positioned for the best after-tax outcomes.
Delivered Through Our Personal Service
Intentionally boutique in size, Parasol caters to a select number of relationships. This results in a service, hand delivered by our team, that promises to excel.