Multi-asset growth,
expertly balanced.
IFSL Arbion
Balanced Opportunities
A multi-asset strategy built for consistent, risk-adjusted growth. Diversified exposure across equities, fixed income and alternatives, expertly balanced to navigate all market conditions.
Fund performance & returns.
How this fund
invests.
The IFSL Arbion Balanced Opportunities fund focuses on a diversified multi-asset approach, blending equities, fixed income, and alternatives to deliver consistent risk-adjusted returns.
Led by Marco Pabst and Chris Stone, the fund takes an unconstrained approach to asset allocation, actively managing exposures across global markets to optimise risk-adjusted returns.
Winner of Best Wealth Manager and Balanced Portfolio at the Wealth Adviser Awards for three consecutive years.
Fund holdings & allocation.
Marco is responsible for investment decision making across the business. He leads strategy and oversees all activity across equities, fixed income and third-party funds.
Previously he was the CIO of UBP London, Chairman of the Global Equity Investment Committee and member of the Global Investment Committee, continuing in his previous role from ACPI where he was partner and CIO. Marco previously worked at Sal Oppenheim and UBS as an equity research analyst.
He has an MBA from the Technical University of Dresden, Germany, with a focus on finance. He has been a CFA Charterholder since 2004.
Chris is responsible for the firm's equity and multi-asset strategies. Chris has 18 years of investment management experience.
Previously, he was Head of Discretionary Portfolio Management at UBP London and a member of the Global Equity and Global Investment Committees. Chris served in a similar position at ACPI, where, in addition, he was Head of the firm's trading and execution business.
Prior to joining ACPI, Chris worked as an analyst for Goldman Sachs International. Chris holds a master's degree in finance and economics from the University of Cape Town and is a CFA Charterholder.