External Chief Investment Office (CIO)
Navigating Support for Your Strategy
An Institutional Approach to Private Wealth Management
At a certain level of wealth, an investment portfolio is no longer a collection of individual assets. It becomes an interconnected system of risks, liabilities, currencies, jurisdictions, investment horizons and multigenerational priorities. We establish a unified decision-making framework, coordinate external asset managers and provide the Principal with a consolidated view of the family’s global wealth.
We do not replace private banks, asset managers, advisers or your internal team. We create the architecture within which their decisions can be evaluated consistently, mandates are clearly defined, risks remain visible and every action is aligned with the family’s long-term objectives.
Liquidity and Capital Resilience
Meeting every obligation without compromising long-term value.
We assess anticipated family expenditure, capital commitments, tax liabilities, financing collateral and potential capital calls. Based on this analysis, we develop a liquidity policy and establish reserves for a range of market, business and family scenarios.
Outcome: a clear view of available liquidity, future obligations and the portfolio’s capacity to withstand periods of market stress.
Portfolio Architecture
A unified view of every source of risk.
We assess the family’s wealth holistically: public markets, private equity, private credit, real estate, direct investments, operating businesses, cash holdings, currency exposures and debt obligations. Strategic asset allocation is designed around concentration, correlation, liquidity, ownership costs and downside scenarios. Quantitative models support our analysis but never replace experienced professional judgement.
Outcome: a target capital structure aligned with the family’s ambitions, values and multigenerational priorities, reflecting its true aggregate risk exposure.
Ongoing Oversight and CIO Office
Continuous supervision with a clear strategic focus.
For families whose scale and complexity require continuous professional oversight, we offer a dedicated CIO Office.
- CIO Office Light: A single point for consolidated reporting, independent investment analysis and quarterly strategy reviews. Confidence built on clarity.
- CIO Office Premium: Comprehensive oversight of the family’s global investment affairs. Investment Committee support, supervision of external managers, risk control for complex transactions and ongoing monitoring of private and alternative investments.
Outcome: more time for your family, with the confidence that every element of the investment process is supervised by an experienced professional team.
Why Catamaran Family Office?
- Objectivity.
We remain independent of banks, asset managers and product providers. Our sole measure of success is how effectively the portfolio serves your family’s strategic objectives. - Discipline.
We transform fragmented holdings into a coherent and governable system, with clear principles for allocation, selection, exit and rebalancing. - Intellectual Partnership.
We communicate through facts, disciplined analysis and long-term resilience, providing a level of oversight comparable to that of leading institutional investment organisations.