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Hatton Carter
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03Services

A Service Model Shaped Around Serious Private Wealth.

From London and The Hague, Hatton Carter provides investment management supported by broader planning and family office capabilities.

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01How our work shows up

How Our Work Shows Up

New mandates often arise when a portfolio issue or planning concern exposes the limits of the current set-up. Sometimes the trigger is a reporting problem or a significant transaction.

We shape each mandate around the client’s actual circumstances and objectives.

01.1Three principal areas

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    Investment Management

    Strategy, portfolio construction, manager oversight and assessment of new opportunities.

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    Wealth Planning

    Planning around liquidity, ownership, succession, taxation and longer-term financial choices.

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    Family Office Services

    Reporting, financial administration, adviser coordination and selected personal office support.

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02Investment management

Investment Strategy

Portfolios are built to reflect the purpose of the capital and the level of risk the client is willing to bear.

02.1Our work can include

  1. 01 Strategic asset allocation
  2. 02 Portfolio construction
  3. 03 Manager selection and review
  4. 04 Ongoing oversight
  5. 05 Cash deployment and reserve policy
  6. 06 Monitoring of concentration and risk

02.2Listed markets

A Liquid Backbone

Listed markets often provide the backbone of this work, offering liquidity and the ability to adjust exposures as circumstances change.

02.3Private opportunities

Private Opportunities

Where appropriate, we also analyse private fund and co-investments. Direct positions and real assets can be reviewed in the same way.

02.4We focus on

  1. 01 Fit with the wider portfolio
  2. 02 Terms and governance
  3. 03 Liquidity profile and pacing
  4. 04 Exposure to downside scenarios

The merit of any single idea depends on how it interacts with the rest of the portfolio.

03Wealth planning

Planning Around Wealth

Planning determines how usable wealth is over time. It affects flexibility and control, and shapes the options available when life changes quickly.

03.1We work on

  1. 01 Cash-flow and liquidity planning
  2. 02 Coordination with tax advisers
  3. 03 Preparation for succession and inheritance
  4. 04 Estate and transfer arrangements
  5. 05 Giving and philanthropic structures
  6. 06 Cross-border questions where lives and assets span more than one system

Planning and investment decisions are handled within a joined-up conversation with Hatton Carter advisers.

04Family office services

Reporting

We bring information into a form that can be relied upon.

04.1That may include

  1. 01 Consolidated reporting across accounts and legal structures
  2. 02 Exposure analysis and position tracking
  3. 03 Monitoring of capital calls and distributions
  4. 04 Cash visibility across entities

Decisions improve when the facts are assembled in one place.

04.2Administration

Administration

Some mandates require a layer of practical support around the numbers.

04.3We can assist with

  1. 01 Payment oversight and scheduling
  2. 02 Financial organisation and record-keeping
  3. 03 Coordination of documentation
  4. 04 Operational follow-through on agreed actions

The aim is to reduce friction and help important matters move on time and in the right order.

04.4Coordination

Coordination

Most clients already work with lawyers, accountants, trustees, lenders and operating executives.

04.5Hatton Carter helps clients

  1. 01 Define responsibilities
  2. 02 Keep lines of communication open
  3. 03 Ensure key items do not stall between advisers

The office holds the overall picture so that each specialist can work more effectively.

05Additional support

Where The Brief Can Widen.

Depending on the situation, our work may also extend to:

  1. 01 Reviewing lending and leverage arrangements
  2. 02 Supporting the design or refinement of family entities and vehicles
  3. 03 Helping with the early stages of building or reshaping a family office function
  4. 04 Providing additional depth alongside an existing in-house office
  5. 05 Stepping in during periods of major change, such as sales, acquisitions, or relocations

The form of support follows the practical needs of the engagement.

06Engagement models

Ways We Are Typically Engaged.

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    Investment-Led

    The relationship centres on how the portfolio is constructed and looked after, with scope to draw on wider services when appropriate.

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    Integrated

    Investment work and planning sit together, with Hatton Carter involved across both sides of the conversation.

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    Full Family Office Support

    The office takes a wider role across reporting, administration, adviser coordination and specific projects around the wealth.

07Scope

Let The Scope Follow the Facts

The starting point might be an investment portfolio, a planning question, a reporting problem or the operational load around a family’s finances.

Our approach is to recognise where we can be most useful, then let the service expand or contract as the facts warrant.

08Mandates

Discuss A Mandate With Hatton Carter.

Discuss A Mandate With Hatton Carter