Stenham’s Family Office Portfolio Advisory Service provides families with the information and framework required to make strategic investment decisions.

Stenham provide objective consolidated reporting of all investments, highlighting asset and currency allocations and measuring manager performance against benchmarks, together with comprehensive risk analysis of the investments. Stenham provide relevant information to the family office enabling it to make informed decisions.

Our process also ensures a seamless transition in the handover of the family’s portfolio from one generation to the next.

Services

After establishing the family’s risk profile and reporting currency, Stenham analyse the existing portfolios to determine the current asset allocation relative to the overall risk profile.  We also analyse the portfolio’s currency exposure and compare it with an agreed appropriate currency exposure model. This analysis enables the Family Office to determine the strategy needed to achieve its target asset and currency allocations. It also highlights risk areas and provides an objective assessment of the performance of individual assets or managers.

Having agreed an investment strategy, we further provide guidance regarding the selection of managers considered suitable within each of the asset classes. Appropriate benchmarks are agreed for each manager and the managers are continually monitored against the benchmarks.

We can assist in negotiating management fees and agreeing performance benchmarks with the selected managers. We regularly carry out detailed statistical evaluations of managers’ performance, and meet the managers from time to time to monitor their investment process and assess the ongoing effective execution of the manager’s strategy. In the event that it becomes necessary to appoint new managers we will provide analyses and recommendations to the Family Office.

We produce a quarterly investment report for each Family Office client, which provides, inter alia, a consolidated overview, performance statistics for the overall portfolio, analysis of individual portfolio managers and investments and a global market review together with conclusions and observations.