Mr. Pro, is a high-flying junior lawyer working in London. In addition to the various musical events and sporting activities he enjoys, Mr. Pro is also prudent about his long-term financial goals. Modest automated monthly contributions are made to his investment account with PG as he realizes the accumulation of capital and investment returns over the next 20 years.
Mrs. Glo spent most of her working years contributing to her occupational pension plan. Now that she has retired, she is now drawing down on her pension to sustain her living standards. She recognizes that investing part of her pension fund into a PG investment plan generates passive income to offset, in-part or in-full, her monthly living expenses.
Mr. Sperity has just launched his very own wealth advisory firm in Zurich, predominantly servicing affluent clients from the Middle East. As part of his portfolio offerings to his clients, he engages PG to provide investment strategies for his alternative investment allocations. He understands the benefits of using a multi-strategy manager that also provides highly marketable performance histories.
Ms. Bal has been working for Anonymous Capital, a leading Chinese-based hedge fund, for 5 years. Using a feeder fund structure, she commits funds from several funds into a master fund based offshore, which is PG’s allocation. Ms. Bal understands that PG not only has high-capacity strategies but also deep understanding of liquidity facilities and thus able to optimize prime broker relationships, leaving Ms. Bal and Anonymous Capital to focus on client management.