Generation Asset Management

Generation Asset Management is an investment partnership that helps private and institutional clients implement customised investment portfolios to meet long-term objectives while carefully managing risk. Our London and Toronto based investment professionals rigorously screen alternative and traditional investment managers from across the globe for... our proprietary FundVision database. We believe a relationship of trust is ultimately created through a very high level of communication and understanding. The unique circumstances of each client determine their objectives, constraints and preferences about capital preservation and wealth creation. Our highly personalised service begins with establishing clearly defined goals. And only with clear goals, can we then create a tailored investment programme and personally review our results with our clients on a regular basis. Our state of the art ClearVision portfolio reports organise and simplify our client's lives by consolidating all of their investments, whether or not we manage them, across multiple custodians. These reports ensure that we establish the right goals by showing the big picture. As well, we can effectively identify hidden exposures and risks, attribute performance and generally clarify critical data, which helps us make better decisions and facilitate effective communication with our clients.Read More