New Iveagh fund targets return of 9.5pc per annum

The fund will use a constrained risk multi-asset approach with a prime objective for wealth preservation. It is targeted at families seeking to protect their assets and pass wealth from one generation to the next. Managed by John Ricciardi, Cambiz Alikhani, and the Iveagh Investment Committee, the fund aims to replicate the returns obtained by the Iveagh wealth management portfolio, employing portfolio optimisation and asset allocation strategies currently used by Iveagh for its high net worth clients. The optimised portfolio universe is drawn from alternatives, real assets, major mar...