Once we have a better understanding of who you are, what’s important to you and what your goals and dreams are, it’s time to start constructing a personalised portfolio that suits you.

Our investment process involves identifying the objectives, analysing each individual’s attitude to risk, determining the required returns to meet the objectives and building a global portfolio that takes all of the above into consideration.

Matching the correct portfolios for various objectives involves a process of asset allocation, selecting the managers and constructing the portfolio with tax efficiency in mind.

We have a stringent portfolio construction process in place, which is backed up by thorough independent research and due diligence. The portfolios are designed to achieve specified objectives over various time frames, taking cognisance of the associated risks.

The portfolios can be structured for capital growth, income generation or a combination of both. Creating tax efficiency and correct structuring can add to portfolio performance over time.