We have the proven fiduciary experience over the past 13 years of managing our clients’ assets, with our assets under management more than doubling from USD1Billion to over USD2Billion.  For your safekeeping, you can choose to custody your assets at the same leading global financial institutions we use, or we can work with your existing provider.

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“What’s the answer…for a long-term relationship with a solid investment manager?...get someone who is battle tested and as close to having a private investor mentality as possible…go with a firm that is owned and run by investors.”  Barton Biggs, former Chief Global Strategist for Morgan Stanley and Founder of Morgan Stanley Investment Management.

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Investing alongside the substantial wealth of our clients, you can benefit from the same strategies and insight that we employ managing these assets. Our large capital base also affords you preferential access to some of the world's best managers, many of whom have a significant percentage of their net worth committed to the funds they manage.

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We strongly believe in and insist on transparency in the investment process, including in:

·       Investment style

·       Positioning

·       Fees

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We ask the right questions of your underlying investment managers to ensure you have clarity on all aspects of your investments.

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With expertise overseeing all asset classes and particular strength in hedge funds and private equity, Summit has a proven track record for protecting capital, whilst outperforming benchmark by almost 2% a year since inception in 2006.

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We incorporate into our process risk analysis and world class technology, including Advent Software's Geneva®, the leading real-time portfolio management platform for the alternative investment industry.