IDAD-Corporate-Brochure

“Experience the iDad difference”
IDAD was established in 2002 and has grown to become a recognised
leader in structuring investments in the UK and around the World. We
can boast a phenomenal track record of successful products that are
transparent, easy to understand and most importantly, have delivered
excellent investment returns for investors.
Our philosophy is straightforward:
we make profits and grow as a business
by delivering positive returns for investors
within clearly defined risk parameters.
Investment professionals around the World
trust IDAD as their preferred provider for
Structured Products. We also deliver
a series of more traditional investment
strategies through 8AM Global, which
delivers the levels of consistency, clarity
and performance we demand.
We have a highly-experienced and
well-qualified team based in the UK
and internationally, with a wide-ranging
expertise across the banking, investment
and insurance sectors. While we make
full use of modern communications
technology, we firmly believe in the
value of face to face meetings and the
development of personal relationships,
and we work hard to deliver in-region
support.

Structured Products
Structured Products come in many shapes and sizes, offering a flexibility of design that
is rarely found with other investments. This flexibility allows investments to be designed
for a specific target market and to provide opportunities to deliver bespoke solutions for
the high net worth and institutional investor.
Investment professionals
around the World trust IDAD
as their preferred provider
for Structured Products.
Principal Protection
The opportunity to offer capital protection at a chosen level.
Enhanced Return
The chance to increase a portfolio’s return while controlling risk.
Market Access
The opportunity to gain exposure to new and sometimes hard to access asset classes
with pre-defined risk levels.
Income, Growth or a Combination of the two
Most of our investments are designed to deliver regular income payments, normally
at a higher level than those available from traditional bond investments. These returns
are often coupled with capital growth and growth-only investments can also be created.
As with all investments, Structured Products are not risk free. It must be noted that
returns are not guaranteed, some products will place your capital at risk and investors
may receive less than the amount originally invested.

The Benefits of Investing with IDAD
Experience the iDAD Difference
Our knowledge and experience has been
built through involvement in the sector
over the last 25 years and we utilise all
of this in every product that we put our
name to. If we’re not certain about a
product’s suitability or value for the end
investor we won’t offer it, even if it means
sacrificing profit to maintain our integrity.
• We combine an in-depth knowledge
of product structuring with a wide
experience of the investment
environment
• Bespoke solutions can be created
to perfectly match the needs of
individual clients
• IDAD works with a wide range of
banking partners to ensure access
to competitive institutional pricing
and funding
• We deliver appropriate solutions
for different markets
- International pension investors
- Private client portfolio managers
- Bespoke and customised solutions
for wealthier investors
- Institutional investors
• IDAD delivers training and education
to investment professionals around
the World to help them serve their
clients better.
• Proven success, integrity and
transparency
• Fairness for all parties over profitability
a priority – we will say no
• Investments we are proud to put our
reputation on the line for
• Excellent service pre-sale with local
sales teams and product specific
support
• Comprehensive service and support
including regular secondary market
information, maturity notifications
and dealing assistance.
The IDAD Team is arguably one of
the most experienced in the structured
product sector, with an in-depth
knowledge of not just the product
styles but also the global market in
which they operate.

8AM Global
8AM GLOBAL is a UK-based, independent
asset management company founded
in 2006. It delivers innovative, high quality
asset management solutions to meet
the evolving needs of investors and their
advisers. At the heart of the proposition
is an experienced and successful
investment team comprising Richard
Philbin, Alastair George and Tom McGrath
who manage a range of funds and
portfolios suitable for the more riskaverse
investor through to the more
adventurous. Each manager is passionate
about, and committed to, delivering the
performance that our investors expect.
8AM GLOBAL delivers innovative, high
quality asset management solutions
to meet the evolving needs of
investors and their advisers.
Portfolio Investment
Multi Strategy Portfolios I-IV
Four risk-rated multi-asset funds are
managed by Richard Philbin and are
designed to form the key building blocks
of a client’s portfolio. Run to strict volatility
targets they are designed to deliver the
commensurate returns for the level of risk
an investor is prepared to take. MSP I may
be considered suitable for the more riskaverse
and is Defensive in nature, MSP II
may be considered suitable for the
Cautious investor, MSP III may be
considered suitable for the Balanced
investor and MSP IV may be considered
suitable for the more Adventurous
investor who is prepared to accept more
risk in order to achieve higher returns.
Discretionary Portfolios
Branded as 8PM, the company runs a
number of discretionary portfolios for
clients. These are normally developed in
conjunction with private offices or other
advisory groups to meet the needs of
particular investor groups.

Specialist Funds
The Tactical Growth Fund
The Focused Fund
The Structured Product Fund
For more information about our investment products, please contact
This Fund is managed by Alastair
George and has a single and simple
objective, which is to consistently
make money for clients by investing
in the best opportunities in global
markets and by looking for the best
risk/reward opportunities no matter
where they are.
The Fund is unconstrained by
benchmarks and adopts a dynamic
asset allocation delivered via wide
ranging assets, at a low cost, giving
access to a range of skills and asset
classes frequently reserved for Hedge
Fund investors. The Fund may be
considered as suitable for a cautious
investor who is able to tolerate half
the volatility of equity markets yet
requires returns comfortably above
that available from cash deposits.
This Fund is managed by Tom McGrath
and is an actively managed global
portfolio seeking to identify and invest
in long term growth trends including
rising Asian consumption, increasing
longevity, new technologies, frontier
markets, infrastructure development
and urbanisation.
The asset allocation of the fund is
dynamic, with tactical use of cash in
times of market stress to dampen down
volatility and short term investment in
recovery opportunities. The Fund may
be considered as suitable for the more
adventurous investor.
This Fund invests in Structured Products
that are already issued (the ‘Secondary’
market) and new products that are
designed and created specifically to
meet the objectives of the Fund (the
‘Primary’ market). The Fund is intended
to meet the needs of investors seeking
medium to long term capital growth
who are willing to accept a moderate
level of risk. It aims to achieve annualised
growth between 5% and 15%.
+44 (0)1730 263943
enquiries@idad.biz
www.idad.biz
IDAD Limited is authorised and regulated by the Financial Conduct Authority FCA FRN 740499.

IDAD Limited
Bellamy House, Winton Road, Petersfield, GU32 3HA
+44 (0)1730 263943
enquiries@idad.biz
www.idad.biz