WHO NEEDS THIS SERVICE?

 

Individuals that:

  • 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.