Commitment

We invest in building client relationship for the long term. We delight in clients’ prosperity and committed to helping them capitalise on market opportunities. The relationship with our clients is central to our long term success. We invest a lot of time in understanding our clients’ objectives and also ask that they invest the time to get to know us.

 Bespoke Solutions

We understand that your circumstances are unique and will deliver a tailored investment solution to meet your specific requirements. We place emphasis on tax efficient structuring and therefore have the flexibility to manage your assets in the most suitable jurisdiction, on the platform of your choice. Our investment strategies will be constructed around a tailored portfolio and long term return model. 

 Diversification

Reduce Risk by Increasing Diversification

Diversification has always been a crucial element of portfolio management and this has become increasingly evident in light of recent market turmoil. As we have seen, traditional asset classes generally move in the same direction simultaneously — i.e. they were highly correlated. Fixed Interests, Equities, commodities, real estate all moved up in tandem. Thus today, more than at any other time, there is a strong argument to add uncorrelated assets to an investment portfolio.

Diversification is key and we will consider all asset classes, all sectors and all regions for clients. However a typical private client portfolio will be sufficiently concentrated so that clients benefit from our research and our views. We also have a range of goal based model portfolios that may suit some clients’ investment objectives and attitude to risk.

 Independence

We demonstrate true independence by the people we appoint, the work we undertake, the communications we make and scrupulously avoiding conflict of interest. We have no vested interests, we have no products to sell, so you can be rest assured we are acting in your best interests.

 Risk Mitigation

We have always been focused on risk. But we know that today’s global financial climate brings risk management to the top of your concerns. By emphasizing strong risk controls, we can help you manage risk across a broad spectrum – including financial and investment.