Holistic Solutions

Unlike a commingled fund of funds, Holistic Solutions structures separate accounts for each client, negotiating fees and terms directly with underlying managers. This open-architecture model allows clients to retain ownership of assets and customize liquidity, tax and regulatory positioning. The firm earns a negotiated advisory or OCIO fee rather than layering a management fee on top of underlying fund expenses.

The firm's client base is concentrated among European pension funds, endowments and single-family offices, with additional relationships in North America and the Middle East. Its outsourced-CIO model is designed for institutions that lack the internal staff to run a global multi-manager program but still require board-level governance and custom portfolio construction.

No. The firm deliberately avoids managing internal pooled vehicles, which it views as creating potential conflicts between different client mandates. All capital is deployed through separately managed accounts or direct co-investment vehicles negotiated on a client-by-client basis.

The firm constructs portfolios spanning public equities, fixed income, private equity, real assets and private credit. Asset-class weights are driven by a proprietary factor model that maps each client's liability stream or spending policy to a blend of growth, income and inflation-hedging exposures.