Family Offices
Since its creation Dalton Strategic Partnership (DSP) has worked with family offices from across the world. We see ourselves as a natural partner to the individual or to multi family offices. Likewise we also see ourselves as the natural partner to the consultant, trust, legal and tax experts who specialise in working with the major families and their offices to preserve their wealth in a complicated tax, inheritance and matrimonial environment. We do not give tax or legal advice but try to ensure our services and products fit the requirements of the relative specialist.
Family offices use DSP because our investment teams are experienced, focussed and incentivised and our operating platform is robust, scalable and reliable.
As a firm, we specialise in global asset allocation and the active management of equity portfolios. Our products cover a wide spectrum of risk and return, relative and absolute, regional and global, segregated and fund-based solutions.
The key product areas for Family Offices are:
Our Global Asset Allocation service is designed to deliver absolute returns through active asset allocation and stock selection. Our portfolios are highly flexible and allocate between listed equities, bonds and cash. The team is headed by two very experienced managers and also benefits from the expertise of our in-house regional equity specialists.
Our collection of specialist equity funds, the Melchior Range of Funds, is managed by our team of specialist managers who provide a selection of:
