Investment Management
At Kingfisher Paragon, our goal is to enhance our ultra-high net worth clients’ wealth through the provision of our investment solutions. We offer clients the opportunity to invest in profit bearing commercial businesses and sports related projects around the world.
We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business.
Our investment solutions, which include a new line of business strategies to develop a range of financial services and acquisitions that align with the growth of China’s sports industry, are underpinned by the three key principles of our investment philosophy:
- To utilise a proven active investment process
- To integrate effective risk management
- To maintain portfolio focus
Adviser solutions
As a professional adviser you know your clients well. You understand their financial positions, goals and aspirations. As such, you are best placed to provide them with holistic financial advice and assess suitability on their behalf.
Because of this, we operate on the basis that the primary relationship is always between the adviser and their client. Around 82% of our funds under management have been introduced to us through these relationships, justifying our commitment to working closely with advisers in this format.
Our Role
Our aim is to support you in achieving the best possible investment performance for your clients, and we will work closely with you on this issue. We can also free up your time to concentrate on growing your business.
Our discretionary investment solutions utilise our proven centralised investment process. This involves the implementation of an asset allocation strategy and the evaluation and selection of individual investments, operating within the boundaries of defined risk controls.
We handle portfolio compliance and administration pertaining to client portfolios, and provide full third-party professional indemnity insurance to give you added peace of mind. In addition, we provide a secure 24/7 online valuation facility for you and your clients, as well as live data feeds into popular back office and customer relationship management systems. These include Iress (Adviser Office), Enable, Intelliflo, Sammedia (Moneyinfo), Time 4 Advice (Curo) and Plum.
Some of your clients may have been awarded settlement figures for personal injury or clinical negligence claims and the money may need to provide for their care over the long term. In this case, our investment strategy is overseen by third parties appointed by the Court of Protection.
This service is provided by Kingfisher Paragon Ltd.
Bespoke Portfolio
Our Bespoke Portfolio Service is designed for private clients who want a fully bespoke investment portfolio designed to reflect their specific individual requirements.
Managed Portfolio Service
Our Managed Portfolio Service (MPS) is a discretionary investment management service consisting of ten risk-managed model portfolios, each of which covers a variety of investment objectives and risk profiles.
Single Strategy Solutions
These include, for example, our Defensive Capital Fund Fund, which aims to provide the stability of bonds while retaining an ability to benefit from any rise in equities.
Multi-Asset Funds
Our Multi-Asset Fund range consists of four risk-managed multi-asset funds. The range is available to clients with as little as $10,000 to invest.
We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business.