Caerus creates single asset or multi-asset separate account structures working closely with the client on investment strategy, fund structuring and asset management planning.
Planning for separate mandates commences only after we have first gained a thorough understanding of the client’s investment objectives, return requirements and risk tolerances. Each separate account is tailored according to the investor’s origin of their equity, preference for asset class, geography, return profile and liquidity needs.
For those institutional and wholesale clients which do not wish to be invested in a fund vehicle with other investors, single client separate account vehicles provide absolute autonomy and can be set-up either as discretionary or non-discretionary.
Separate account mandates ideally range in size (GAV) from EUR 30 million to more than EUR 200 million and can cover core, core-plus, and value-added investment strategies.