Private Clients
Evercore Pan-Asset looks after a number of successful people and families who want individual investment advice to protect and grow their capital. We understand that many have worked hard to make their money, and need help with looking after it intelligently. We think our way of keeping costs down and concentrating on the ‘Big Picture’ decisions of whether to be invested at all and if so in which main asset categories is often the best approach for private clients. We are flexible and responsive. We do not believe one size fits all. We never push you into house funds nor do we make all our clients conform to the standard Evercore Pan-Asset asset allocation. It’s your needs, time horizons and approach to risk that matters.
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IFA Services
PanDYNAMIC Model Portfolios bring a new range of innovative low-cost investments to Advisers and their clients. Seven Model Portfolios employ Evercore Pan-Asset’s dynamic asset allocation process coupled with low-cost investment in carefully selected Exchange Traded Funds. This gives your clients day-by-day stewardship of their money by investment professionals concentrating on the big picture. Ascentric provides the custodian and dealing service for your clients. You as the Adviser charge an annual fee for your part of the investment process and retain full control of the client account and responsibility for the relationship.
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PanDynamic Funds
The PanDynamic family of risk-profiled funds are new low-cost investments for all types of investors. Using Evercore Pan-Asset’s dynamic asset allocation process they invest mainly in carefully selected Exchange Traded Funds (ETFs). They mirror the investment approach of the successful PanDynamic Model Portfolios.
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Charities
If you are an endowed charity, our broadly-based investment strategies help make the most of the greater investment freedom that the Trustee Act allows, permitting a charity a much freer hand to pursue its own distinct investment policy, as long as Trustees take advice, diversify and observe the requirement to satisfy themselves of the suitability of each of their investments.
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Pension Funds
Many Pension Trustees are becoming concerned that their fund does not take regular advice on what the overall asset allocation should be and concerned that big changes can occur in markets and economies between meetings, leaving them unable to respond in a timely way. Appointing Evercore Pan-Asset as adviser to the fund can deal with these problems, so the fund is seen to be taking proper advice on asset allocation. Evercore Pan-Asset is able to work within guidelines between meetings, alert Trustees to major changes that need their consideration, or to act under delegated powers to make changes if they become necessary.
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