04
We think big picture
and for the long-term.
We think big
picture
and for
the long-term.
With a rare combination of expertise across both investment and finance, combined with market-leading knowledge of family offices, 1010 Capital is uniquely positioned to provide a holistic approach to your investments and wealth creation. Our investment solutions are tailored to each client and supported by a deeply individualised service.
We consider your wealth from every angle and across 100% of your investment portfolio to ensure each decision considers the big-picture and aligns to long-term objectives. Our offering is backed by innovative technology solutions that provide oversight of your assets, transacted through your name and accounts, in order to retain complete transparency and ownership.
01. Investment advisory
We provide independent advice – free from bias and conflict of interest – across all aspects of your investment portfolio and balance sheet. We are open architecture and advise on our client’s self-directed and sourced investments as well as those we recommend. We operate on an advisory basis only and actively empower our clients to make informed investment decisions.
02. Portfolio administration
Our operating model supports clients maintaining investments in their own name and settled through their own bank accounts. We use globally leading technology solutions together with innovative in-house processes to provide comprehensive investment and transaction execution. We report over the “big picture” of your entire balance sheet, no matter where and how the assets are managed around the world.
03. Asset allocation
Every client is unique, and so is the asset allocation framework we devise for them. We specialise in unconstrained long-term portfolios and always look at the big picture, incorporating every asset and liability on the balance sheet. Our portfolios are designed in consultation with our clients and driven by a 1010 Capital proprietary methodology.
04. Investment due dilligence
History shows it is not easy to beat the market and generate consistent investment “alpha”. We, therefore, believe in careful selection and high conviction as guiding principles for how we invest our client’s capital for the long term.
We use the skills and expertise of our investment team to filter investment opportunities and then comprehensively shortlist opportunities across 6 key dimensions to improve the quality of your decision making and investment outcomes.
We project manage and use our deep networks of independent specialists to execute a transaction or diligence process as required.
05. Strategic advice
We bring a unique multidisciplinary skillset and deep experience to advising on strategy, including family succession, asset protection, liquidity event planning, family office, philanthropy, next-generation development, and more.
Our strategy advice is clear, effective and outcome-oriented.
06. Investment governance framework design
A governance framework is essential to an effective investment process. We design and consult on all aspects of governance frameworks, including investment policy statements, policies and procedures, setting objectives and reporting frameworks to benchmark performance and support your investment process.
Our frameworks are tailored to each client’s circumstance.
07. Investment Committee support
We believe that an investment process is enhanced through an effective Investment Committee by bringing diverse skills, experience and thinking to the table. This is why 1010 Capital has an Investment Committee of its own to actively support family offices.
We can provide full outsourced support for your investment committee or consulting support to complement an existing investment committee process.
08. Treasury management
We specialise in innovative and institutional quality liquidity solutions for investors at scale.
Effective management of liquidity is fundamental to the successful operation of any long-term investment portfolio, but especially so when the portfolio includes material illiquid investments. We therefore perform comprehensive liquidity risk analysis and forecasting of commitment and cashflow to inform our investment process.