In a changing market environment, individuals need qualified investment advice to ensure the preservation and growth of their wealth. Keeping this in mind, we offer our customers discretionary and advisory investment management services. These services are fully personalised and each portfolio is structured to meet individual needs. Our clients are profiled according to risk and return objectives, the assets are then distributed across asset classes based on goals, comfort with market fluctuations and time assets will need to be drawn upon.

Discretionary Investment Services – The discretionary service delegates responsibility for the management of the client to our asset managers, who will individually assess the personal investment profile including expectations, objectives, risk tolerance, time horizon and constraints upon which a portfolio is constructed and managed. Periodically, our asset managers will reassess needs and objectives with our clients to ensure the ongoing suitability of the portfolio strategy.

Advisory Investment Services – The advisory service is similar to the discretionary service; however, the distinct difference is that our clients are much more involved in the process and make the final decision on the investment in the account. We advise on the appropriate asset allocation and the securities to be traded, based on specific needs of our clients. They then have the option of either accepting or rejecting the recommendations made.