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Services

Individual investment advice

We recommend and advise – but you make the final decision. To assist you we:
  • analyse whether your investment objective can be achieved.
  • present the various investment options we offer
  • create tailor-made solutions
  • make tactical changes to your portfolio in accordance with our investment outlook
  • review your portfolio regularly to make sure your investment objectives are being complied with

Professional asset management

We set out the investment strategy – you delegate the task of implementing it to us. To do this we:
  • advise you on the level of return you can realistically expect
  • emphasize this is a long-term process with safety built in as the key component
  • diversify your assets to reduce volatility
  • pursue an open, clear and transparent investment process

Providing you with an overview of your investments

We monitor your investments and their performance on a continual basis – this gives you an immediate overview of your portfolio. To achieve this we:
  • provide user friendly reports providing as little or as much information as you wish
  • give a comprehensive overview using charts and graphs
  • encourage regular personal contact

Additional services

If you require additional financial planning – we can provide:
  • efficient tax compliant advice
  • assist in national and international estate planning
  • access to specialists in tax planning and related areas such as insurance
  • accounting and sundry other services