About Us
Who...
What...
What...
At Plutus Asset Management, portfolio architecture and risk management are fundamental to creating a goals-based portfolio solution that offers stability in volatile markets and improved predictability in outcomes. Before constructing a personalized portfolio, we conduct a thorough assessment to understand your unique needs and objective
At Plutus Asset Management, portfolio architecture and risk management are fundamental to creating a goals-based portfolio solution that offers stability in volatile markets and improved predictability in outcomes. Before constructing a personalized portfolio, we conduct a thorough assessment to understand your unique needs and objectives. By integrating this understanding with our advanced research, we design a goals-based portfolio tailored to your priorities, ensuring it aligns with your risk tolerance and volatility preferences.
What...
What...
What...
We take pride in being true independent investment professionals, committed to prioritizing our clients’ interests. Our portfolio design process adheres to a well-defined set of investment principles and methodologies to ensure complete objectivity. This includes utilizing non-proprietary investments and third-party investment managers wh
We take pride in being true independent investment professionals, committed to prioritizing our clients’ interests. Our portfolio design process adheres to a well-defined set of investment principles and methodologies to ensure complete objectivity. This includes utilizing non-proprietary investments and third-party investment managers who meet our stringent criteria. We incorporate a variety of asset class mandates such as Small Cap Equity, Global Small Cap Equity, Investment-Grade Bonds, Higher Yielding Bonds, and Private Debt. Each asset class mandate is carefully evaluated for its specific purpose before being integrated into your portfolio.
Why...
What...
Why...
At Plutus, we view your investment portfolio as a tool to help you achieve your goals and ensure funds are available for future commitments and liabilities. We measure the success of your portfolio based on these criteria, rather than against arbitrary public market benchmarks. Regular meetings with you ensure that the portfolio remains a
At Plutus, we view your investment portfolio as a tool to help you achieve your goals and ensure funds are available for future commitments and liabilities. We measure the success of your portfolio based on these criteria, rather than against arbitrary public market benchmarks. Regular meetings with you ensure that the portfolio remains aligned with your financial plan.
Our goals-based portfolio design and long-term strategies are key drivers in creating sustainable wealth, providing our clients with peace of mind.
Our Philosophy
Goal Oriented Portfolio Construction
Goal Oriented Portfolio Construction
Goal Oriented Portfolio Construction
Practical investment planning enables our clients to build sustainable assets that adapt to their evolving needs.
Total Transparency
Goal Oriented Portfolio Construction
Goal Oriented Portfolio Construction
We maintain complete transparency regarding our portfolio structures, practices, and costs.
Complete Objectivity
Goal Oriented Portfolio Construction
Complete Objectivity
We do not offer proprietary investment products, nor do we receive any fees or payments from sources other than our clients.
Independence
Independence
Complete Objectivity
As a Private Office we have complete independence from all other counter parties. Our obligation is solely to benefit the interests of our clients
Size Matters
Independence
Size Matters
As a boutique Private Office, we pride ourselves on offering a unique personalised service built on years of big corporate experience. Sometimes bigger isn't necessarily better.
Partnership
Independence
Size Matters
We work in partnership with our clients to ensure complete familiarity with the agreed approach, investments held, volatility risk and stated time horizons.