OUR APPROACHWe build portfolios for our clients with two distinct parts. One side of the portfolio is focused on opportunities for creating wealth, we call these return assets. The other side of the portfolio is focused on mitigating risk. Here, we hold diversifying assets that will help preserve capital and offer protection. By combining these assets in the way that we do, the portfolio can deliver inflation beating returns while also cushioning against the inevitable challenges on the investment road.
Most of our clients are families and entrepreneurs who have worked hard to build their wealth. They are looking to us to preserve and grow this wealth, not to create a second fortune. Equally important, we believe preservation first is the right approach to take to the financial markets, successful investing over the long term is more about avoiding disasters then delivering great results in any one year.
OUR SERVICESWithin investments, most clients appoint us to manage a portfolio on their behalf. We also offer strategic investment advise, providing and independent expert view on both investment strategy and asset allocation.
DISCRETIONARY SERVICESOur discretionary investment service allows clients to delegate the management of their portfolios to an investment professional. While many of our clients select us as their sole investment manager, for some clients we´re one of a number of investment advisers. After thorough consultation, the investment manager and client agree on a long term investment strategy, which will reflect the clients individual investment goals and attitude to risk.
ADVISORY SERVICESOur advisory investment services have been designed for those of our clients who like to be actively involved in decision making. We provide investment ideas, advise and guidance but the client retains ultimate investment control. We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.
“personal financial wealth building for you in a simple, easy and informative way.”