Bespoke Wealth Management Solutions
Bespoke Investment Portfolios
Given our independence and research capabilities, we can tailor a client-specific solution on the basis of asset allocation and fund selection.
We apply our house investment strategy, utilise existing fund knowledge and conduct new fund due diligences as required. All portfolios are constructed to meet the individual client’s time period, risk appetite and return objectives.
All portfolios are actively managed and reviewed every month. Any proposed changes are communicated to clients prior to implementation (limited mandate) or as allowed by a full discretionary mandate.
We understand that our clients have different requirements and tailor solutions to meet these needs.