EXPERIENCE,



Know Your
Wealth Manager
Our Offering
Banking
We collate, coordinate and administer all your banking arrangements; fronting and negotiating on your behalf. Most importantly, we optimise costs.
Investment
We provide a global asset allocation using Equities, Fixed Income, Commodities, Alternative Investments and Foreign Exchange.
Asset Management – Discretionary Services
Based on a defined risk return profile, we manage the decision process and performance.
Asset Management – Advisory Services
You discuss ideas with our Chief Investment Officer and ultimately you take the lead on the decision-making.
Our Approach
Investment Process
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Analysis of Current Assets & Liabilities
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Needs Analysis
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Risk Categorisation
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Global Asset Allocation & Core/Satellite Approach
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Manager Selection, Diversification ‘Best-in-Class’
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Ongoing Monitoring & Reporting
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Risk Monitoring & Management