Do not have sufficient time to look after the day-to-day management of their investment needs and would prefer to appoint an experienced investment manager to handle this aspect of their affairs.
Have been disappointed by the service or performance they have received from the main-stream wealth management or investment management firms and want to consider an alternate proposition.
Are seeking exposure to offshore markets managed by a professional with extensive experience in overseas asset management.
Want to avoid generic products or restrictive investment mandates and want to maintain the benefit of being able to invest in a highly flexible actively managed portfolio.
Want an offshore portfolio managed to their individually prescribed risk and return objectives.
Small businesses that:
Are seeking ways to enhance income on excess cash reserves.
Want to create a long-term investment portfolio with excess capital.