Framing New-Era Approach for Family-Office Portfolios

We are now working with EU-based Plotinus Asset Management to build a foundation for their future growth. Like most investment specialists in the artificial-intelligence field, Plotinus is a young firm, although one which is fast validating its AI credentials. Our design for a far-reaching marketing and sales project includes brand positioning, collateral development, and prospect identification. One aspect of our mandate is to amplify early successes with family-office investors. These smaller scale institutions are responding to Plotinus’ hands-on relationship style, while they benefit from a new-era portfolio diversification strategy.

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