Our team will advise with a focus on your financial goals and requirements. You can take advantage of professionally managed portfolios, specialised strategies and customised investment advice. We offer asset management expertise and work with trusted external investment managers worldwide.
• Understanding your investment profile and appetite.
• Investing to meet your requirements.
• Regular monitoring and taking action.
• Transparent reporting in line with investment performance standards.
• Discretionary and non-discretionary portfolio management
• Asset and tactical allocation
• Customised strategies
• Research, monitoring and transparent reporting
At every life stage, we accompany you to achieve your financial goals through succession planning, business and financial planning, retirement planning, wealth growth and protection planning.
• Defining your financial goals and develop a personalised wealth strategy.
• Guiding you through the most challenging market cycles.
• Helping you plan for an uncertain future with a variety of solutions for managing risk.
• Ensuring that you create an enduring legacy that passes on your asset protection and growth philosophy.
• Facilitation of fiduciary and corporate structuring
• Retirement and health planning
• Trust and succession planning
• Philanthropy planning
• Passion investment
We take a hands-on approach when it comes to serving you. To deliver unprecedented ‘services’ and personalised guidance, we take the time to understand your unique requirements.
• Operating a central point of contact for our clients who are pressed for time.
• Reducing the stress of completing everyday tasks and coordinating your requirements diligently.
• Improving your focus and well-being, knowing that your personal life is under control.
• Planning your travel and holidays.
• Ad-hoc concierge services
• Administration, budgetary and treasury management
• Office space rental and relocation services
• Travel, leisure and destination planning
World Investment Report 2013 (UNCTAD)