Portfolio Management

Our services under portfolio management are branched into two verticals:

Discretionary: Our discretionary service is highly flexible and brings the full capabilities of our global experiences and expertise to your portfolio. We provide a tailored investment solution wherein we formulate an appropriate strategy based on our understanding of your individual investment parameters, circumstances, aspirations and risk profile.

We construct discretionary portfolios on a multi-asset, multi-manager basis, with the frequent use of ETFs, or by using direct securities. We take day-to-day responsibility for the management of your assets and are proactive and clear in all communications. We will take your opinions into account, but we are ultimately responsible for the management of your monies.

We charge an annual management fee which is fully transparent which we discuss in detail with clients at the outset of the relationship to avoid ambiguity.

Advisory: Our advisory service specifically focuses on those clients who wish us to monitor their portfolios and pro-actively make recommendations, but who wish to retain the final decision on all transactions. We aim to understand your objectives and risk attitude at the outset of the relationship to provide you with appropriate ideas.

It is our belief that our strength lies in the quality of the opinion that we offer and the network of contacts we have in the institutional investment arena, combined with our conviction to keep communication quick and clear.

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