Portfolio Management

Odyssey’s portfolio management capability is designed for clients who want disciplined asset allocation, thoughtful implementation and a tailored mandate aligned to their objectives, constraints and risk tolerance.

Learn About our Portfolio Solutions

Independent Portfolio Management for Sophisticated Investors

Whether the objective is capital preservation, income generation, long-term growth or a balanced multi-objective mandate,

Odyssey works with clients to build tailored portfolios that reflect the needs of the client.

SERVICES

Core Services

  • Discretionary Portfolio Management

  • Advisory Portfolio Management

  • Strategic Asset Allocation

  • Portfolio Review & Repositioning

  • Institutional Reporting

Investment Universe

Odyssey tailors portfolios using a range of assets depending on the portfolio mandate agreed with the client.

These can include cash-management solutions, fixed income, global equities, selected funds and externally managed solutions where appropriate, and listed options overlay’s.

PROCESS

Our Approach

  • Step 1

    Define the Portfolio Mandate

  • Step 2

    Select Securities that Match the Mandate

  • Step 3

    Strategic Asset Allocation

  • Step 4

    Portfolio & Risk Management

  • Step 5

    Regular Dialogue, Updates & Reporting

Who are our Clients

Our portfolio management services are suitable for sophisticated investors, family offices and institutions seeking a more bespoke alternative to the standardised portfolio offerings of private banks and broad wealth platforms.