As a Private Client investor concerned about the growth as well as the preservation of your wealth, you owe it to yourself to get the very best advice from someone whose opinions you value and trust. Your Wealth Manager is that person who is there to guide and advise you in the selection and management of your investment portfolio.
Your Wealth Manager never forgets that it's your money we are dealing with and that you should always be a part of the decision-making process. Of course, you can also choose to leave the decisions up to us, or simply have a conversation with us, as and when you need our advice.
All wealth management decisions are made within the framework of a disciplined process that incorporates a top-down approach to asset allocation, as well as a bottom-up analysis of specific investments. We believe in Strategic Asset Allocation in order to reduce risk and diversify the portfolio.
We take a holistic view of your finances and provide tailor-made solutions.
Make provision for unforeseen circumstances, such as death, retirement, business assurance, and succession planning in terms of financial and investment planning.
Optimise and protect your accumulated wealth, by using different vehicles for structuring fiduciary and estate planning.
Create and leverage wealth management through a managed, segregated portfolio across all asset classes, locally and internationally, on either a mandated or co-piloted approach.