Portfolio Management
We advise and inspire our clients.
Our investment philosophy
Our approach to investment management is based on collaboration and partnerships.
We identify the best investment options by looking beyond established brands in order to discover the investment leaders of the future. We establish robust and holistic investment views by interrogating highly regarded investment views and complimenting it with our own in-depth proprietary research.
We offer a tailor-made investment experience.
“Open” platform approach
Ensure access to a wide variety of product providers.
Our “open” platform allows clients to have access to products from most of the large banks and product providers. We have the tools and flexibility that allow the mandates to be tailored by our team of professionals to meet the circumstances and preferences of our clients.
Goals and Objectives
We identify your goals, priorities, and take the time to learn more about your requirements around your wealth and life. We mutually establish what your expectations are for us and determine whether a partnership is the right fit.
Building a Foundation
With an understanding of your goals and aspirations, we provide you with personalised strategies and solutions. We select products and asset managers on an independent basis to help you meet your goals.
Detailed Planning
We deliver an easy to follow roadmap that will lead you towards your financial goals. We address the areas that are of importance to you such as retirement savings, early investment options, risk management and insurance.
Monitor and Review
Reviewing your wealth management plan on regular intervals is essential. As your life circumstances require a different approach to wealth management, we ensure that your plan transitions along with you.
Rebalancing
As part of our regular reviews of your wealth management plan, we ensure that your overall asset allocation is in line with your investment objectives, and change the asset allocation accordingly when required.
Investment ideas and analytical research is provided regularly.
Asset Class Research
We perform asset class research and determine the appropriate asset allocations for investment solutions.
Manager Research
We perform comprehensive research of investment managers and the selection of managers appropriate to the solution being designed.
Robust Portfolios
We construct robust portfolios with a high probability of attaining desired investment outcomes, through the application of insights acquired in the preceding steps.
Monitoring
We monitor and periodically rebalance solutions required to maintain a high probability of achievement of the desired outcomes.