Wealth
Management
For High-Net Worth individuals, athletes and pension funds.
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Our philosophy combines financial planning and investment management; a holistic approach to looking after you while overseeing the management of your assets.
Our active management and conviction-based approach form an integral part of our DNA as we aim to provide an independent perspective for sustainable investment performance.
Understanding your goals, objectives, and risk tolerance are the founding principles of our relationship, enabling us to propose to you a bespoke investment strategy. We then build your portfolio based on your requirements, risk appetite and timeline, and put your strategy into action through our advisory or discretionary mandates.
Our advisory mandate is best suited for clients who have prior knowledge of, and who follow, financial markets, regularly. We advise you on the different asset allocation, but the decision-making power remains in your hands, all the time.
Our discretionary (managed portfolios) mandate is ideal for clients who would prefer their portfolio to be managed by our qualified and experienced finance professionals. Together with you, we build the asset allocation and manage your portfolio to help you achieve your goals and objectives.
An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.
Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.