Consilium builds and maintains a range of model investment portfolios for investors working with partner firm advisers. This allows investors to be matched to an investment solution suitable to their specific risk capacity and investment preferences.
Portfolios are constructed following a strategic asset allocation process, where every allocation decision is subjected to a detailed review. All underlying investment recommendations are subject to a comprehensive quarterly monitoring process to ensure they are delivering consistent exposure to the desired risk factors to help maximise the investors’ risk adjusted returns.
Our portfolios offer risk levels ranging from very defensive (80% fixed interest) to very aggressive (pure equities) and include solutions that can cater to investors with a preference to invest with a Socially Responsible mandate.
A wide range of support is available including monitoring reports, analysis of historical performance of portfolios and underlying securities to expected risk and return characteristics to help in long term goal planning.
"The service TNZ has been receiving from Consilium has been world class! It really feels like we are an ‘A’ client. Just wanted to let you know this, and to say thanks. We appreciate it, and we feel valued."
"I want to thank Consilium for Ben’s valuable time and input into our upcoming investment seminars. His insight into the high networth market and simplifying how we present will be a win win for Foxplan and Consilium as our investment partners. I would definitely recommend that any adviser use Consilium to improve their market."
"I love the user friendly interface and client access. The layout, equity data, user access and transaction data in Consilium Platform is far superior ..."