As a company, we provide strategic advice, capital raising, and risk management services to a broad range of individuals, businesses, and institutions.
Clients can delegate investment decisions to experienced investment professionals. In order to ensure your investment strategy meets your individual objectives, requirements, and risk profile, your relationship manager will take the time to fully understand your financial and personal circumstances. With regular portfolio monitoring and reviews, you ensure your investment activities always align with your current situation.
With our discretionary services, you can delegate your day-to-day investment and administrative responsibilities while having the assurance that your assets are being managed on the basis of your risk parameters and investment criteria.
Non-discretionary portfolio management services are offered to clients who want to be more involved in the management of their investments.
A non-discretionary account is one in which the portfolio manager offers professional advice in connection with the client's transaction and executes according to instructions provided by the client. This type of services is best suited for investors who want to maintain some control over their investments, but still want the benefits of professional guidance.
The portfolio will invest in a blend of various big to small cap scripts and fixed income term deposits depending upon the approval of the client.
The non-discretionary approach to managing your investments may be the right choice for you if you have an active interest in the financial market.