Market Outlook
Private credit is not the new fixed income.
Higher yields have drawn record allocations to direct lending. We think it belongs in portfolios — but in a different place than most investors are putting it.
Priya Raman · 8 min read
Investment Management
Portfolios built for decades, not quarters.
Disciplined, multi-asset portfolios engineered around your goals, liquidity needs and tolerance for risk.
- Under stewardship
- $128B
- Investment professionals
- 180+
- Asset classes covered
- 11
Overview
Our investment practice builds and manages portfolios around each family's objectives, liquidity needs and tax position. Every portfolio is governed by a written investment policy and overseen by a dedicated portfolio manager and our investment committee.
Who we serve
- Families and individuals with $5M+ seeking discretionary management
- Family offices consolidating multiple managers and custodians
- Founders managing post-liquidity capital
Capabilities
06- 01
Multi-asset portfolio construction
Strategic and tactical allocation across public and private markets, calibrated to your plan.
- 02
Private markets access
Institutional access to private equity, credit, real assets and secondaries, with disciplined commitment pacing.
- 03
Risk & liquidity management
Stress testing against your distribution and commitment schedule, not just market benchmarks.
- 04
Direct indexing
Separately managed equity portfolios that harvest losses and accommodate concentrated holdings.
- 05
Manager due diligence
Investment and operational diligence on every external manager, with ongoing monitoring.
- 06
Sustainable & impact mandates
Portfolios aligned with your values, measured with the same rigor as financial outcomes.
How we work
A disciplined process, led by one accountable team.
- Step 01
Investment policy
We document objectives, constraints, liquidity needs and risk tolerance in a written policy you approve.
- Step 02
Portfolio design
Allocations are built from your plan's cash-flow map and tax position, then reviewed by our investment committee.
- Step 03
Tax-aware implementation
Transitions are staged to manage gains, and every trade is evaluated on an after-tax basis.
- Step 04
Ongoing oversight
Daily monitoring, disciplined rebalancing and quarterly reviews of performance against plan.
“Aevum gave us a portfolio we finally understand.”
Catherine LowellPrincipal, Lowell Family OfficeRelated insights
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Our fourth-quarter view on growth, rates and valuations — and why we are favouring quality, duration discipline and patience in private markets.
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Tax & Estate5 estate strategies most families leave until it is too late.
The most effective estate planning techniques depend on time — for assets to appreciate, for trusts to season and for families to learn. Here are the ones we see deferred most often.
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Discuss investment management with a specialist.
A 45-minute introductory consultation with a senior advisor about your family, your objectives and how your current advisors work together. No obligation.