Alternative investments at Mevus Capital

The role of alternatives in your wealth

For most clients at Mevus Capital, the core of their portfolio consists of listed equities and other liquid investments. In some situations, though, it can make sense to add holdings that behave differently, which is where alternatives may have a role.

By "alternatives," we mean areas such as private equity, real estate, and structured solutions. These can offer different risk-return profiles and are often not available in public markets. They usually have longer time horizons, less liquidity, and greater complexity, so they need careful consideration.

When alternatives may be appropriate

Before we look at any alternative investment, we talk about the part it is meant to play: what you want it to do, how long you are prepared to commit capital, and how comfortable you are with valuations that are less frequent or less visible. We also look at how an alternative holding would sit alongside the rest of your wealth.

When we consider private equity, real estate, or structured solutions, we pay close attention to the quality of the manager or issuer, the governance in place, and how each position interacts with your core portfolio. Alternatives are introduced only when they are appropriate, serve a clear purpose, and remain within a level of complexity and illiquidity that fits your situation.

Integration, transparency, and review

Alternative holdings are monitored alongside your core portfolio, so we assess concentration, liquidity, and how these investments affect your overall risk profile.

Because alternatives can be harder to see day to day, we place particular emphasis on clear explanations, and in review meetings, we talk through how these positions are progressing and whether they still serve the purpose for which they were initially selected.