Our complete range of wealth management services help our clients achieve their goals. We aid our clients in acquiring, preserving, growing, and enjoying their wealth. Our skill is in helping our clients to understand their choices, and then making the right investment decisions for them. We assess their goals, priorities, and risk appetite and provide a complete financial solution that facilitates medium and long-term growth. Through our team of Portfolio Managers, we strive to deliver your investment objectives and financial goals, by bringing to bear their collective experience as well as the best of our research and investment capabilities on your behalf.
Our services include:
• Discretionary Portfolio Management
• Custody & Non-Discretionary Portfolio Management
• Fund Management
Our portfolio managers offer a distinctive service that focuses on:
Understanding the preferences of our clients & their risk appetite.
Individual approach with emphasis placed on asset allocation and security selection.
A low number of clients per portfolio manager compared to industry standards to provide unique services.
“To be the most trusted boutique name in Asset Management, deliver competitive performance from a broad range of products matching clients’ investment objectives and risk appetite.
“To consistently pursue investor’s wealth optimization by achieving superior and sustained returns, while minimizing risk. Upholding highest standards of ethics at all times, and creating a working environment to enrich and retain talent”.