WHAT WE DO
We draw on 35 years of asset management experience to provide consulting to a diverse institutional investment clientele.
SUMMA Limited's acquaintance with the practice of institutional investment across asset classes, styles and clienteles is exceptional for its breadth and depth.
SUMMA Limited was created in 2006 to define strategic goals in a US$100 million global infrastructure project for the asset management side of Europe's largest bank.
In the 2016 English High Court case of The Libyan Investment Authority v Goldman Sachs, our CEO provided expert testimony on the investment suitability of US$1.2 billion of OTC options on US$5.2 billion of stock for a nascent sovereign wealth fund.
In her judgement Lady Justice Rose wrote: "His report is an excellent blueprint for what the LIA ought to have done" (para. 407, EWHC 2530).
Our CEO has designed and managed pension and sovereign wealth fund mandates for many of the world's largest and most prestigious investors.
Consequently, our assignments have been even more diverse than our global clientele.
This affords unique insider insight into the entire institutional investment value-chain from a privileged, senior-level perspective.