Give yourself the gift of time and enjoy peace of mind, knowing your investments are being professionally managed by experts according to your unique requirements.
Entrust your wealth to our team of highly experienced portfolio managers who will construct and manage a customised portfolio curated to address your investment priorities. Portfolios are composed of a balance of direct equities and/or equity funds and fixed interest investments and/or funds. These can include in-house investment funds or third-party fund investments and equities.
The first step in the investment process is an initial meeting to discuss your requirements, goals, and preferences.
Then, working within your guidelines—and after a comprehensive review of the prevailing economic conditions, plus market and currency trends —we will use our disciplined approach to devise an investment strategy to match your needs.
After that, we will provide you with detailed, regular reports on your portfolio’s progress, both at face value and against the relevant composite benchmark.
Our history of working with international clients means that we have significant experience in the practical implementation of tax planning techniques. We will be happy to work with your tax adviser to ensure the right information is available to meet your tax reporting requirements.