AFK and Partners Asset Management

Capabilities

Four mandates, one standard of supervision.

Each capability can be taken as a standalone mandate or combined under a single management agreement. Scope, authority and reporting are agreed in writing before work begins.

01 Portfolio02 Real assets03 Capital04 Reporting

01 — Discretionary portfolio management

Allocation decided against the objective, not against a benchmark of convenience.

We build and supervise the portfolio under a written mandate: permitted instruments, concentration limits, liquidity requirements and the decision rights retained by the owner.

Investment policy statement and risk framing
Strategic and tactical allocation
Manager and instrument selection
Custody, execution and counterparty review
Quarterly review with the owner or board

02 — Real assets & property

From site decision to operating rhythm, held under one accountable party.

Acquisition, development, letting and long-term management of property and infrastructure, with budgets, works and tenants supervised directly rather than delegated and forgotten.

Acquisition, disposal and exchange
Development, construction and budget control
Letting strategy and tenant management
Capital expenditure planning
Insurance, compliance and technical oversight

03 — Capital & financing structure

Financing prepared early, so terms are negotiated from position rather than pressure.

We prepare the capital case, approach lenders and investors with complete material, and hold the process until documentation is signed.

Capital strategy and holding structure
Lender and investor materials
Refinancing and maturity planning
Covenant and cash-flow modelling
Coordination of counsel and tax advisers

04 — Reporting & governance

Owners should decide on evidence, not on impression.

Consolidated statements across managers, banks and assets; valuation policy stated in writing; every decision traceable to a document and a date.

Consolidated portfolio and asset reporting
Valuation policy and independent inputs
Board and family council packs
Controls, mandates and signature matrix
Audit, tax and adviser coordination

Discuss which capability fits the situation.

A first exchange is short and without obligation. No documents should be sent before a confidentiality basis is agreed.

Client enquiry