Portfolio

Management

For families we serve at Stellan, an Individually Managed Account (IMA) is an efficient way to hold investments and a more that matter in real time.​

Stellan’s IMA service allows clients to appoint us as their private portfolio manager, with authority to manage assets in real time within a clearly agreed mandate.

This allows the portfolio to remain genuinely bespoke allowing Stellan to shape our service around client goals, structures, liquidity needs, and preferences. ​

Blended with our (wide) buying power this is a powerful combination. The broad purchasing power at Stellan improves investment access, speeds implementation, and drives efficiency in ways that can be difficult to replicate on a standalone basis.​

Stellan’s IMA allows for more tax aware implementation, including greater control over transaction timing, realised gains, tax losses, and the way capital is managed at the security level.

Over the years we’ve learned our clients are often time poor, managing multiple entities, and prefer not to be drawn into the operational burden of implementing each investment decision themselves. Stellan’s IMA creates a cleaner way to manage capital across different asset classes, strategies, and time horizons, while keeping the portfolio aligned to the family’s broader objectives.​

An IMA for our clients leads to a better experience: less administration, more timely decisions, and a portfolio that remains individually aligned to their unique objectives.

portfolio should do more than simply seek returns. It should reflect liquidity needs, volatility tolerance, time horizon, and the realities of an increasingly interconnected world. For clients, these three rules provide a more resilient foundation for preserving capital, compounding wealth, and helping clients stay aligned to their objectives through different market environments.

For Stellan clients, our investment philosophy begins with a simple belief: good portfolio outcomes are rarely the result of a single investment idea. They are more often the product of a well-built framework, applied consistently over time.​

We believe the most effective portfolios are built around three golden rulesfor diversification. They are:

• Asset allocation, because the mix of growth, defensive, liquid, and less liquid assets will usually have a greater influence on long term outcomes than any individual security selection.
• Diversification within asset classes, because even strong themes and good ideas benefit from discipline, position sizing, and risk control.
• Geographic diversification, because long term opportunities and risks are rarely confined to one market or one economy.​

We believe a portfolio should do more than simply seek returns. It should reflect liquidity needs, volatility tolerance, time horizon, and the realities of an increasingly interconnected world. For clients, these three rules provide a more resilient foundation for preserving capital, compounding wealth, and helping clients stay aligned to their objectives through different market environments.