YOUR PRIVATE CLIENT OFFICE
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Institutional Strategy. Private Client Access.
Coleman Wealth Private Client Office offers access to a Volatility-Optimised Portfolio developed in partnership with Morgan Stanley, designed specifically for clients seeking consistent, equity-like returns with controlled downside risk. This structured portfolio combines advanced risk modelling with a proprietary blend of long/short strategies, quantitative signals, and capital preservation techniques, all housed within a bank-wrapped investment format.
- Targeted returns of 13–14% annualised, with lower drawdowns
- Dynamic volatility management tailored to market conditions
- Underpinned by Morgan Stanley’s institutional research and index architecture
- Low OCF structure and daily liquidity via structured note or ETI format
- Can be held within offshore wrappers, SIPP, or direct custody
- Ideal for cash-rich clients awaiting deployment
- Fully transparent, bankable ISIN
- Credit strength: Morgan Stanley (Aa3 / A+ / AA-)
- Integrated within broader portfolio strategies