Daisy Holdings: Investment Opportunities and Asset Management

Daisy Holdings Built on strong foundation

Daisy Holdings Ltd. has been managing client assets since 2019 and is a proud member of the International Investment Funds Association. With over £100 million in assets under discretionary management, we offer a comprehensive range of high-quality services, delivered with both consistency and flexibility.

Our client relationships are built on trust and performance, reflected in our strong client retention rate. We prioritize capital preservation and sustainable, long-term growth. Since our inception, we have remained committed to safeguarding and advancing the interests of both private and institutional clients in the United Kingdom and internationally.

As a UK-based holding company, we are a regulated financial entity operating within a strict legal framework designed to protect our clients' interests. Our services are guided by a firm commitment to our Code of Ethics and core moral values. Trust, loyalty, discretion, and transparency form the cornerstone of our philosophy and operations.

Since our founding, we have built an international reputation for successful asset management grounded in research, innovation, robust risk management, and the ethics and expertise of our team. To support this commitment, we invest heavily in the ongoing education and professional development of our staff, as well as in advanced technological infrastructure.

Over the years, we have established a strong presence in global capital markets, investing across equities, bonds, commodities, precious metals, cryptocurrencies, and other financial instruments in both developed and emerging economies. Our global perspective allows us to access a wide range of investment opportunities, enabling optimal diversification and long-term growth potential.

Our clients benefit from strong partnerships we’ve established with top-tier financial institutions, including UBS, Pictet, Julius Bär, J.P. Morgan, Mirabaud, Commerzbank, and others. These relationships enable us to offer high-quality custodian and private banking services in key financial hubs such as Switzerland, Singapore, Dubai, the United States, and Hong Kong. Additionally, our clients gain access to a global network of trusted tax, insurance, and legal service providers.

The quality of our services stems from a comprehensive operational framework designed with our clients and entrepreneurial partners in mind. We conduct an in-depth review of each client’s preferences, long-term goals, and investment objectives, enabling us to deliver truly bespoke solutions and make well-informed financial decisions.

Our commitment to client interests has been at the core of our business model since inception. Rather than relying on marketing or promotional campaigns, our growth has been driven by word-of-mouth referrals from a continually expanding network of satisfied clients, their families, and associates.

Daisy Holdings’ Philosophy

Essential Principles for Safeguarding Your Wealth

Every investment decision we make is guided by the fundamental principles that define our core investment philosophy.

Proper Asset Allocation

While it may seem counterintuitive to many investors, the most important investment decision isn’t about selecting individual securities, but about determining the right asset allocation—namely, the proportion of cash, bonds, stocks, and other asset classes within a portfolio.

Long-Term Focus

Superior and consistent returns are best achieved by focusing on long-term trends across global financial markets and the real economy. Our approach reflects a deep understanding of how macroeconomic factors influence both asset classes and individual investments.

While our core philosophy is long-term in nature, we remain tactically opportunistic when appropriate—taking advantage of short-term market dislocations and undervaluations when they present compelling opportunities.

Absolute Return

We take pride in our consistent track record of generating positive returns regardless of market volatility or economic conditions. Our investment approach is grounded in the fundamental goal of preserving capital, supported by a disciplined and rigorous risk management framework. Rather than chasing short-term performance, we are committed to delivering long-term absolute returns that exceed inflation and benchmark interest rates.

Efficient Diversification

A well-diversified investment portfolio—spanning multiple regions, asset classes, and markets—significantly reduces risk compared to one concentrated in a limited number of individual stocks or bonds. By spreading exposure across a broad range of opportunities, diversification helps to mitigate the impact of any single underperforming asset, leading to more stable and resilient long-term returns.

Risk Management

Investment returns are inherently linked to risk-taking. As fiduciaries, we are committed to delivering asset management solutions that align with each client’s unique risk profile and investment objectives. Our approach carefully balances risk and return through a combination of in-depth investment research, disciplined portfolio construction, and a rigorous risk management framework.

DAISY INVESTMENT HOLDINGS LTD