Discretionary portfolio management is suitable for clients who wish to have their funds professionally managed but do not have the time to be directly involved in the day to day management process. Instead, clients would then choose a portfolio model that best suits them in terms of investment experience, risk appetite, return objectives and investment horizon, and the firm’s portfolio management team will actively manage a suitable profile for the client.
These models are:
The investment advisory service is for clients who still like to be in control of their portfolio of investments but require regular investment input, balancing and thematic ideas presented to them.
Investment advisory offers many advantages:
Investment advisory offers a direct and guided access to a wide range of asset classes e.g. equities, bonds, hedge funds and commodity linked investments with currency hedging.
Investment advisory is an integrated service that allows you to benefit from our in-house expertise:
Our in-house portfolio manager is able to structure bespoke investment portfolio proposals based on the client’s experience, return objectives, lifecycle stage, suitability and risk profile. Portfolios are constructed with simple tools, using either funds, equity or bonds so that clients do not need to be experts at investment management to understand their portfolio.
Our team will construct a portfolio with the best of breed managers given the prevailing economic conditions at the time, and taking into consideration themes and trends such as momentum, value or growth.
Specific thematic investment ideas will be presented to clients based on suitability, but constructed in a simple transparent manner. This way clients always have the comfort that both the asset manager and the client are on the same side of the table.
Our research is gleaned from market feeds, closely following selected fund managers, regular independent analysis of stocks and bonds, and the house views from major respected western financial institutions.
Investment advisory is available for clients with investable assets in excess of USD 1 Mio.
Clients direct all investments on their portfolio and the firm will execute those transactions on a best-execution basis.
Clients take on the responsibility for the risk associated with each investment and whether or not such an investment is suitable for their risk/return profile. As such, the client waives suitability limitations associated with those investments. Under such a mandate, we as a firm do not provide advice on quality of investments or risks associated with such investments including but not limited to geographical, currency, concentration or liquidity risk.
Should a client request more information on a specific investment, such information would be provided on a best-efforts basis and the decision to invest is taken at the client’s risk and discretion. The client waives suitability for execution only mandates.