Family Office Services

Investment Consultancy

Our experienced consulting team focuses on providing deep investment insights, which translate into profitable portfolio allocations, and individual investment trades. In this way, we assist our clients to discover specific market dislocations and emerging themes, which are yet to be exploited by the broader market and profit from them before other investors ‘crowd’ the same idea. Profitable investment decisions are achieved by identifying profitable investment ideas and timing and implementation of that idea with the right financial securities or instruments.

 

Observation and analysis of investor overcrowding and excessive pessimism form the basis of our research and in differentiating ourselves from traditional mainstream research institutions and banks. Many investment ideas that are disseminated by large mainstream institutions are likely to have already been exploited by a sizable investor base. By following the herd there is a significant risk that investors will be disappointed or profit far less than embracing ideas before they reach ‘popularity’.

 

With the foresight to respond to new developments before they reach our clients we employ both traditional and non-traditional analysis to achieve both objectivity and the insight to challenge convention. Whether you seek advice on how to protect a specific asset class or investment, or you wish to profit from a major market event, our Family Office Services team will assist you to solve your most complex investment problems in practical, cost-effective ways that impact your returns.

Family Office Services

Manager Search & Selection

Major Domus manager search and selection process leverages off both the traditional institutional databases known used by most major financial institutions and a unique private database built on emerging businesses, managers and past successful projects with other wealth families for over more than decade.

Due to our broad channel search process we have demonstrated on numerous occasions that we can discover managers who can appropriately ‘fill the gap’ for family groups and investment committees which consultants have previously failed to find.

Whilst our due diligence process includes an intricate assessment of the manager’s quantitative statistics alongside a qualitative assessment of the firm, team, philosophy, process, operational risks, disciplines, etc. our managers in the Major Domus team will seek to include on-site meetings with managers, numerous conference calls and communication with our peer networks as important parts of this evaluation process

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