Institutional stewardship for significant private capital
Carro manages US$18.65 billion in assets for more than 300 family offices and private individuals. Our clients have different objectives — long-term capital appreciation, income, preservation, liquidity, international diversification or the transfer of wealth across generations. We build each relationship around those objectives.
Our investment framework
Understand the Capital
We begin by understanding where the capital came from, what it is expected to accomplish and when it may be required.
Define the Risk
We establish acceptable volatility, liquidity requirements, investment restrictions, concentration limits and the client’s capacity for loss.
Construct the Strategy
We develop a strategic allocation across appropriate asset classes, markets, currencies and investment structures.
Select Opportunities
Investments are assessed through a combination of fundamental analysis, market conditions, liquidity, valuation and portfolio relevance.
Monitor Continuously
Portfolios are reviewed for performance, risk, concentration, market changes and consistency with the agreed mandate.
Report Clearly
Clients receive transparent reporting designed to show what they own, how it is performing and where material risks may exist.
Investment capabilities
Availability depends on client eligibility, mandate terms and applicable law.
- Global public equities
- Investment-grade and selected credit strategies
- Government and sovereign securities
- Cash and short-duration instruments
- Alternative investments
- Private equity and private credit
- Pre-IPO and late-stage opportunities
- Structured investment solutions
- Real assets and infrastructure exposure
- Currency-management strategies
- Multi-asset portfolios
- Bespoke discretionary mandates
Our investment principles
- Preserve the client’s ability to remain invested.
- Understand risk before pursuing return.
- Avoid unnecessary complexity.
- Diversify intentionally rather than mechanically.
- Match liquidity with the client’s actual needs.
- Evaluate fees alongside expected value.
- Maintain a long-term perspective without ignoring changing conditions.
- Communicate openly when markets or assumptions change.
Investment services and products are available only to eligible clients and in jurisdictions where Carro or its appointed partners are appropriately authorised.