Skip to main content

Strategic Partners and Institutional Clients

Strategic Partners and Institutional Clients

At Seneca IM we appreciate many strategic partners/institutional investors have particular requirements in terms of capital growth, income and risk. Our investment approach allows us to create where appropriate specific portfolios to meet the particular needs of a client.

We specialise in multi-asset investing. This form of investing combines traditional securities, such as equities and bonds, with non-traditional approaches, such as specialist investments to deliver specific outcomes.

Our investment approach differs in that we make decisions using a value investing ethos. We believe this approach makes it easier to achieve client objectives and offers the prospect of superior long term returns and avoidance of permanent loss of capital.

We use this approach to create segregated mandates to meet clients’ needs. All portfolios are constructed around a strategic asset allocation. Building on this foundation, managers use value principles to implement tactical asset allocation decisions and select the individual stocks and funds for the portfolio.

Our value investing approach means that our funds are actively managed and different, both from common benchmarks and from the competition. Successful active management involves finding patterns in financial assets and taking advantage of them.

Performing well for our clients is about finding value and making better decisions than other managers. And that is where you find the value of our approach to managing segregated mandates.


Segregated account clients have direct access to the team which manages their money, including regular face to face meetings. These meetings are supplemented with quarterly reporting. In addition a senior member of staff is appointed client account executive for each of our segregated clients.

How To Invest

Find out about our investment approach through the link below.

Where can I invest?

Contact Us

Online Form

  • Before submitting this form, please confirm that you have read and agree with our website Terms & Conditions

Choose a User Type

Professional Intermediaries

Switch User Type?

This page is meant for Professional Intermediaries and you are currently set as "". Would you like to switch user type?

Switch user type No Thanks


Professional Intermediaries

This area of the website is intended for investment advisers and other financial intermediaries who are authorised and regulated by the Financial Conduct Authority (FCA). Whilst the information available on this site may be used to make recommendations to your clients, it is your responsibility to ensure the content is suitable for your clients. It is not intended for direct use by members of the public. Should you proceed to access this site, you will be representing and warranting that you are an IFA or other professionally recognised financial intermediary.

These pages are designed for investment advisers whose clients are UK tax residents only and the funds listed may not be suitable for non-UK tax-resident investors. Please read this page carefully, by proceeding you confirm that you have read and understood the information specified below and access to this website is only granted to users on this condition.

Persons who do not meet these criteria cannot proceed any further and must leave the website or select another investor-type suitable to their own circumstances.