Private Clients
Dalton Strategic Partnership (DSP) has been managing private client portfolios since the launch of the business in 2002. At the heart of our Active Portfolio Management Service is a belief that active allocation between the major asset classes including listed equities, bonds and cash is the most effective way to combine the twin objectives of capital preservation and capital growth. We offer our Active Portfolio Management Service to private clients, as well as a segregated account basis, where portfolios can be tailored to meet specific risk appetites or return objectives.
The Private Client offering is summarized below:
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.
In addition to our Active Portfolio Management Service, we offer a range of specialist equity funds which are managed by our team of experienced portfolio managers within the following structures:
