Citadel
A forward thinking approach
We value curiosity. They’re the kind of people who produce deep insights – which translate into future-focused decisions. Nowhere is this more evident than in our approach to asset management. We research, we understand, we apply that knowledge. We use a robust, analytical process to make sense of the uncertain global environment – to give us the facts we need to make consistently accurate forecasts.
Our strategy
When you compare like with like, Citadel offers true value.
What is our investment philosophy?
Easy answer. It’s the same as yours.
We don’t have a fixed matrix or set of variables. Instead, we prefer to understand exactly what our clients want their wealth to achieve.
At Citadel, our clients are at the centre of all we do. We’re client-led, not product-driven. Our advisors don’t earn commission, so they won’t offer you anything you don’t need.
Perhaps that’s why more than 99% of clients who invest with us, stay with us.
A valuation sensitive approach
Investments hold economic value which remains relatively stable over time, despite market fluctuations. Market prices often deviate from this intrinsic value, guiding our investment choices based on these disparities.
Asset allocation drives performance
Numerous studies have shown that the majority of investment returns can be attributed to asset allocation decisions. We carefully assess the value of all our investments to ensure our portfolios are designed to deliver value.
Effective diversification improves return
A portfolio that consists of a range of asset classes, or sources of return that perform positively in different market circumstances, is robust and should preserve and grow wealth consistently, while mitigating against risk.
The future is uncertain and will often surprise
Unexpected events can disrupt investors’ strategies. By integrating uncertainties into the portfolio construction process from the start, these surprises won’t derail the investment strategy, enabling emotion-free decision-making.
Private client securities
We offer a progressive approach to holistic portfolio management. By including share portfolios in our comprehensive offering, clients can engage with a single manager across all their investments.
The process is simple and completely transparent. You’ll have insight into your investments, the associated costs, and the annualised return on your total investment, at any time.
Solution for independent financial advisors
Citadel managed funds are available on various investment platforms
H4 Worldwide Equity Fund
The H4 Worldwide Equity Fund is a moderate to high risk equity portfolio, with the primary objective of achieving maximum capital appreciation over the long term.
H4 Stable Fund B1
The H4 Stable Fund is a low to moderate risk multi-asset portfolio, which aims to achieve modest capital appreciation over the medium-term.
H4 Diversified Fund B1
The H4 Diversified Fund is a moderate risk multi-asset portfolio, with the primary objective of achieving capital appreciation over the medium term at a risk level roughly half that of a pure equity investment, with moderate capital stability.
H4 Growth Fund B1
The H4 Growth Fund is a moderate to high risk multi-asset portfolio, with the objective of achieving capital appreciation over the medium to long term at a risk level that is somewhat lower than that of a pure equity investment
Investment advice
Asset management
Fiduciary services
Foreign exchange and treasury
Philanthropy
Investment admin
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