The best interests of our clients are always at the centre of our decisions
We apply a disciplined approach to managing multi asset class portfolios on behalf of private individuals, families, foundations, not-for-profits and semi-institutional investors.
We begin by listening. We want to hear your story or changes since we last met. This understanding of you informs our thinking, strategies, recommendations and plan which are created with your perspective, your preferences and your best interests in mind.
We provide value by acting as your eyes and your ears. Our aim is to construct portfolios tailored to your needs while taking advantage of market opportunities in a risk-conscious manner. We are able to provide you with customised advice across all asset classes when your portfolio is held on an investment platform.
We seek the best investment opportunities through collaborative thinking, gathering research from the most reputable institutions, meeting with fund managers and other investment partners and engaging our Investment Committee for further insights, ideas and perspectives.
We construct a portfolio based on your preferences and that is consistent with your overall risk/return objectives and liquidity needs if required.
We provide efficient, effective and timely execution of investment implementation as well as continued reporting and communications to ensure complete transparency to our clients.
We evaluate and monitor your investments and the market to ensure we are up to date with the ever changing economic climate and endeavour to ensure your investments are robust enough to change with them.
We are happy to liaise with your accountant, lawyer or other advisor to ensure your overall goals are met.
We are passionate about assisting our clients in achieving their objectives.