Asset Management
Abacus Capital’s asset management services include both a multi-family office platform, which manages corporate investments as well as liquid wealth, and a special situations investment activity focussed on dedicated investment themes and industry sectors.
Abacus Capital manages several portfolios for large financial and corporate investors with specifically tailored investment requirements. To manage client portfolios, Abacus employs a variety of asset management platforms, including mutual funds, trusts, managed accounts and special purpose investment vehicles.
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Abacus Capital’s multi-family office operates in two main areas: the ownership of corporate assets, and the management of liquid wealth. Abacus Capital services its clients through active banking relationships with over a dozen financial institutions, ranging from private banks to prime brokers. Our investment in both public market securities and private assets, and portfolios have a variety of liquidity, duration, and risk/return profiles. Investment structures include funds, umbrella/sub-funds, single family offices, trusts and external asset manager accounts held at custodian banks. The funds are structured to achieve professional oversight and jurisdictional protection, estate planning and tax efficiency, while being fully compliant across multiple jurisdictions.
Abacus Capital manages special situations funds for business families, entrepreneurs, financial institutions, and corporate groups. These funds focus on specific investment themes or industries, with a view to enhance value through strategic planning, value accretion management, and well-timed investment entries and exits. We have been actively investing in a variety of industries, including natural resources, oil & gas, energy, and real estate. Portfolio assets include listed and unlisted shares, loans and bonds, properties, and fixed assets. Asset Management programs are customized to match the ownership requirements, investment focus and risk appetites of specific investors. Abacus employs a variety of asset management platforms, including mutual funds, trusts, and special purpose investment vehicles to manage client portfolios.
Research Asian Business Family Survey
The Asian Business Family Survey seeks to better understand how leading business families manage their business, financial wealth and community affairs. Abacus Capital sponsored the Asian Business Family Survey in collaboration with Dr. Randel Carlock, Sara Hamilton, and Stuart Lucas. Dr. Randel Carlock is INSEAD’s Senior Affiliate Professor of Entrepreneurship and Family Enterprise and Director of the Wendel Centre for Family Enterprise; Sara Hamilton is the CEO of Family Office Exchange and is on the faculty of the University of Chicago Booth School of Business, and Stuart Lucas is Chairman of the Wealth Strategist Network LLC, and author of Wealth: Grow It, Protect It, Spend It and Share It.