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ALDERMEREInvestment Management

Client groups

Capital is structured around the obligations it must meet.

The sections below describe how mandate design differs by client context: what usually constrains the portfolio, and which capabilities are most often relevant. They describe our framework, not a claim about any particular client relationship.

01

Individuals & Private Clients

Personal capital managed against objectives that usually combine growth, income and access to funds at defined points in time.

Design considerations

  • Horizon and liquidity requirements are frequently the binding constraints, not return expectations.
  • Tax position and existing holdings shape what can sensibly be implemented.
  • Governance is simpler, so clarity of the written mandate matters more.

Often relevant

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02

Families & Family Offices

Capital serving several people, often across generations, with differing horizons and distribution requirements.

Design considerations

  • Separate pools with distinct purposes usually outperform a single blended mandate in governance terms.
  • Decision-making authority and review cadence need to be explicit.
  • Coordination with existing legal and tax advisers is part of the mandate.

Often relevant

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03

Institutions & Corporations

Balance-sheet and reserve capital managed against policy constraints, reporting obligations and defined liabilities.

Design considerations

  • The investment policy statement governs; the mandate is written to it.
  • Reporting requirements and audit cycles influence structure and liquidity.
  • Risk tolerance is an institutional decision, documented rather than assumed.

Often relevant

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04

Foundations & Endowments

Perpetual or long-dated capital where a spending requirement runs alongside the objective of maintaining real value.

Design considerations

  • Spending policy and investment policy have to be designed together.
  • Liquidity planning determines how much illiquidity the portfolio can responsibly carry.
  • Mission-related constraints, where they exist, belong in the written mandate.

Often relevant

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05

Advisers & Intermediaries

Professional firms seeking investment capability alongside their own client relationships and advice process.

Design considerations

  • The division of responsibilities between adviser and manager is defined in writing.
  • Reporting is structured to support the adviser's own client obligations.
  • Underlying suitability assessment remains with the adviser unless otherwise agreed.

Often relevant

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Eligibility and suitability

Certain capabilities, private markets and alternatives in particular, are subject to eligibility requirements that depend on an investor's classification and jurisdiction. Those requirements are confirmed before any discussion of a specific opportunity.

Nothing on this page constitutes advice or an assessment of suitability for any individual or organisation. Suitability is determined through a documented process that considers objectives, horizon, liquidity, constraints and tolerance for loss.

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Mandates begin with a discussion of objectives, horizon and constraints, before any portfolio is proposed.

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