← All opportunitiesSpecialist access
Private & managed
Specialist access
with scrutiny.
Portfolio Management Services, Alternative Investment Funds and select unlisted opportunities can offer specialist strategies beyond conventional products. They also bring greater complexity, concentration and liquidity considerations.
Product map03
Selection considers
GoalRiskHorizonLiquidity
Product overview
What sits inside
this opportunity.
Each product has a different role, risk profile, time horizon and liquidity profile. The right choice begins with what your plan needs it to do.
Portfolio Management Services
Professionally managed portfolios held in an investor's name, often following a focused equity or multi-asset strategy and subject to prescribed eligibility and minimums.
Alternative Investment Funds
Privately pooled vehicles across categories and strategies such as private equity, private credit, real assets or sophisticated public-market approaches.
Unlisted equities
Shares of companies not traded on public exchanges. Potential opportunity comes with limited information, uncertain price discovery and potentially long holding periods.
Structured allocations
Selected specialist strategies may address a particular return objective or risk view, but their payoff, fees, counterparties and exit conditions require close examination.
Who it may suit
Context before
selection.
- Eligible HNIs and experienced investors with substantial investible assets.
- Investors who can tolerate concentration, complexity and limited liquidity.
- Portfolios where conventional allocations are already sound and diversified.
- Investors with a long horizon and the ability to conduct deeper due diligence.
How we help
Confirm eligibility, sophistication, liquidity reserve and portfolio context.
Evaluate manager, strategy, governance, holdings, concentration and track record.
Understand fees, taxation, lock-ins, valuation methods and exit pathways.
Limit exposure thoughtfully and review both performance and underlying risk.
Important to consider
Suitability is
personal.
PMS, AIFs and unlisted securities can involve high risk, concentration, complex fees, limited liquidity and loss of capital. They are not suitable for every investor. Eligibility thresholds and regulatory conditions apply, and detailed documentation and professional advice are essential.
The information here is educational and general in nature. Product selection should follow an assessment of goals, risk profile, liquidity needs, eligibility and applicable documentation.
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