• Public/Secondary Market Investments
  • Private/Primary Market Investments
  • Cross-Border Investment Channels
  • Capital Market Advisory
  • Business Consultancy
  • About Us
  • Blogs & Insights
  • Contact
  • Register
    • Public/Secondary Market Investments
    We follow a transparent and disciplined process to manage your portfolio, ensuring precise alignment with your financial objectives.
    01
    Client Profiling:
    We begin with an in-depth consultation to understand your organisation’s return goals, risk tolerance, constraints, and operational requirements.
    02
    Strategy Development/Selection:
    For the Bespoke Multi-Asset Portfolio Design & Construction service, we design a bespoke asset allocation strategy for your mandate, leveraging the broad investment universe with consideration of your specific requirements. For the Discretionary Portfolio Management service, we will work with you to find the right portfolio that suits your preferences and circumstances.
    03
    Instrument Selection:
    We conduct quantitative and qualitative research to identify the best instruments to implement the strategies developed. Using our proprietary quantitative models, we are able to analyse over 8000 funds daily to make informed, data-driven investment decisions. Selection is based on strategy fit, risk-adjusted performance, manager pedigree, fee structure, and operational transparency.
    04
    Risk Management:
    Our team will identify and measure all risks to which the portfolios are exposed, both at the instrument level and the portfolio level. We then conduct a sophisticated process to control and optimise the risks taken according to the mandate of the portfolios.
    Bespoke Multi-Asset Portfolio Design & Construction
    New Horizon offers bespoke multi-asset portfolio design and construction services tailored specifically to institutional and corporate investors. We work closely with you to understand your return targets, risk appetite, liquidity needs, investment horizon, and operational constraints.
    Your portfolio will be crafted using a broad universe of asset classes—including equities, fixed income, real assets, and alternatives—allowing for optimal alignment with your investment objectives.
    By leveraging proprietary research, and robust risk management, our multi-asset solutions aim to deliver consistent and attractive long-term returns across economic cycles, with well-controlled risks.
    Our sample multi-asset portfolio is a carefully chosen, well-diversified mix of equities, bonds, and alternative assets such as real estate, commodities, etc.
    Benefits of a Multi-Asset Portfolio

    The key to return

    Academic and practitioner studies consistently show that over 90% of long-term portfolio returns are explained by asset allocation, not security selection. Our job is to optimise that allocation to provide you with attractive long-term returns while managing the risks.

    Matching your goal

    Multi-asset portfolios can invest in a broad investment universe. We conduct systematic research to identify the asset classes that match your investment goals, your target risk profile and liquidity requirements.

    Diversification

    The chart below shows the returns of different asset classes over the past 10 years.

    No single asset class performs well all the time.

    By carefully choosing asset classes at different points in time, we aim to run a portfolio that can deliver long-term performance with a smoother return profile.

    Cash & Liquidity Management New Horizon provides a bespoke Cash & Liquidity Management solution for corporate clients. We help make your cash work harder for you, with attractive returns, liquidity, and transparency.
    Turn your company’s cash into a strategic asset
    Your business needs cash to cover payroll, supplier bills, or sudden opportunities — but excess cash can mean missed returns. Inflation risk means cash sitting in low-yield bank accounts is losing value over time.
    With effective corporate cash management, surplus cash can become an additional source of financial returns. Liquid investments can generate additional returns while keeping funds accessible, with minimal impact on your ability to deploy cash.
    At New Horizon, we provide fully managed investment solutions for corporate cash.Our Managed Account service is designed for businesses that want to:
    Achieve higher returns than traditional cash deposits；Maintain good liquidity；Align with board-approved risk and governance standards；Access institutional investment solutions without building an in-house treasury desk.
    Each client receives a discretionary, segregated account tailored to their specific liquidity needs, investment horizon, and risk appetite — executed and monitored with full transparency.
    Typical instruments include
    • US treasuries
    • Non-US government bonds
    • Investment grade corporate bonds
    • Selected money market funds
    • Currency overlays or hedging if required
    Our Process
    Management:
    Your account will then be actively managed to reflect changes in the macroeconomic, credit, and market conditions. Our team runs stress tests, builds scenario roadmaps, and other risk-management tools to safeguard your liquidity and returns.
    Onboarding:
    We partner with you to map liquidity needs and governance policies.
    Reporting & Advisory:
    We provide periodic and ad-hoc performance and risk reporting to keep you informed. You will also have continuous support and consultation from our investment team — interest rate forecasts, liquidity planning support, etc.
    Discretionary Portfolio Management
    Key Takeaways
    Our Discretionary Portfolio Management service is designed for clients to directly access our full expertise and active decision-making.
    We have two flagship investment strategies that differ in their investment objectives and risk profiles, actively managed by our seasoned investment team on a daily basis.
    Our investment team will work with you to select the best strategy based on your preferences and risk tolerance level.
    You will have full visibility of your portfolio through our regular reporting on holdings, performance, and risks.
    Our Strategies
    We offer four distinct portfolios, each tailored to different investor goals—from growth to income to capital preservation. Below, we outline each strategy and provide a corresponding fact sheet to guide your selection.
    Global Equity Portfolio
    Category Details
    Objective Maximise long-term capital growth
    Typical Allocation 85-100% equities, 0-15% cash
    Risk Level High
    Return Benchmark MSCI World
    Volatility High-sensitive to equity market swings
    Best For Investors with long-term investment horizons, ambitious return goals, and strong risk tolerance
    Our Global Active Equity strategy is growth-focused, with most of theportfolio investedin equities.
    The strategy conducts active stock selection and dynamic sector and regional positioning. The strategy seeks to outperform traditional equity benchmarks over time without taking excessive risks.
    Global Income Portfolio
    Category Details
    Objective Generate stable, recurring income with modest capital growth
    Typical Allocation Income-generating assets (dividend equities, bonds, REITs, preferreds); ~70% equities, ~30% fixed income
    Risk Level Low–Medium
    Volatility Moderate – income can buffer price volatility
    Best For Investors who want regular distributions
    A stable, income-generating strategy if you prioritise a consistent yield. Our Global Income Portfolio invests in a diversified set of yielding assets - high-dividend equities, bonds, and alternatives such as infrastructure and REITs.
    Whether you are planning to use distributions or prefer a more cash-flow rich investment strategy, Global Income Portfolio will provide you with a resilient cash flow.
    Global Allocation Portfolio
    Category Details
    Objective Balanced growth and capital preservation through strategic asset diversification
    Typical Allocation ~70% equities, ~30% fixed income
    Risk Level Medium
    Volatility Medium – diversified across asset classes
    Best For Investors seeking growth with controlled drawdowns and regular rebalancing
    Our Global Allocation portfolio is a multi-asset portfolio that includes equities, bonds, and alternative assets. The portfolio aims to provide steady capital growth with more controlled volatility by extracting the most value from diversification.
    We actively manage allocations to capture the shifts in the global macro environments and changing market conditions. This is a robust all-weather solution for long-term investors who value both performance and resilience.
    Fixed Income Portfolio
    Category Details
    Objective Capital preservation and low-volatility yield
    Typical Allocation 100% bonds (money market funds, government bonds, corporate bonds and other fixed income instruments)
    Risk Level Low
    Volatility Low – but sensitive to rate and credit cycle
    Best For Investors with short-term cash needs, conservative profiles, and liability-driven planning
    Our Step-out-of-cash strategy is designed for investors who prioritise the preservation of capital and predictable income, and those who have high liquidity requirements.
    This portfolio is built around global government and corporate bonds, with careful attention to yield conditions, duration, and credit qualities.
    Click here to download New Horizon Global Portfolio Fact Sheet
    FAQ-Risk
    How do you manage risks?
    We categorise the risks of our portfolios and strategies into six types: market, fundamental, fx, duration, credit, liquidity, and operational. We apply a specialised risk management methodology for each category.
    How is market risk monitored in practice?
    We track risk exposures by asset class and sector while monitoring daily profit and loss (P&L) movements of our portfolios. Predefined thresholds of volatility and loss will trigger escalation.
    What measures are in place for credit risk?
    We implement constraints on the rating of issuers and avoid over-concentration in any credit at the portfolio level. We routinely review the financial situation of issuers and credit ratings.
    How do you manage FX risk?
    We regularly review our foreign exchange exposures and select funds with appropriate hedging features to meet our needs. When necessary, we utilise derivatives to manage currency risks.
    FAQ-Operational
    How are fees structured?
    • 
    We typically charge a clear percentage of assets under management (AUM) with no hidden transaction or performance charges. The fee structure aligns our success directly with yours.
    What is the minimum investment size for your service?
    • 
    We typically work with clients with a minimum investable capital of USD 5 million. This threshold applies across our Public Market offerings, including Bespoke Portfolio Design, Discretionary Portfolio Management, and Cash & Liquidity Management.
    Can I include my investment constraints or preferences?
    • 
    In Bespoke Portfolio Design, your constraints directly shape the portfolio, including market, sector, or geography exposure limits, ESG filters, liquidity needs, etc.
    • 
    In Discretionary Portfolios, we work with you to select the most suitable strategy currently on offer; while not custom-built, we consider your risk tolerance and financial goals during the onboarding process.
    • 
    In Cash & Liquidity Management, the portfolio will be constructed to be aligned with your governance policies, liquidity, and investment guidelines.
    Open account

    Open account - It only takes a few minutes to complete the account registration and we will take care of the rest.

    Open account
    Get in touch

    63 St Mary Axe, London, UK EC3A 8AA

    welcome@newhorizon-global.com
    Contact us
    FCA Register Investment Management
    Privacy Policy Pillar 3 disclosure
    Best Execution Policy Terms of Business
    White Paper Business Advisory

    New Horizon Global Advisory Ltd is authorised and regulated by the Financial Conduct Authority (FRN 927966), registered as a company in England and Wales under Company Number 11115481.

    The content of this website is not intended to offer any investment advice to the reader. By making an investment, your capital is at risk. The value of your investment may rise or fall and there are no guarantees you will get back all the capital you have invested. You should seek financial advice if you are unsure about investing. Copyright of this website is owned by New Horizon Global Advisory Ltd and cannot be reproduced either in part or as a whole without the prior consent of New Horizon Global.

    COPYRIGHT @ 2024 NEW HORIZON GLOBAL ADVISORY LTD - ALL RIGHTS RESERVED

    Investment Management Pillar 3 disclosure Open an account

    The content of this website is not intended to offer any investment advice to the reader. By making an investment, your capital is at risk. The value of your investment may rise or fall and there are no guarantees you will get back all the capital you have invested. You should seek financial advice if you are unsure about investing. Copyright of this website is owned by New Horizon Global Advisory Ltd and cannot be reproduced either in part or as a whole without the prior consent of New Horizon Global.