Segregated portfolio management
For those who seek a unique portfolio, managed on a segregated basis, we offer the following customized options
- Discretionary portfolio
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We recognize that managing your own portfolio can be an extremely complex affair. With our Discretionary Portfolio Service you can delegate the daily management of your portfolio to a team of specialists, so that you can focus on your core activities and grow your business. With this service we ensure that your portfolio is professionally managed while keeping pace with a constantly changing investment environment.
Key features:- Invest assets according to mandate agreed with client
- Invest in all asset classes, both locally/regionally and internationally
- Strong focus on risk management and fund governance
- Individualized service
- Dedicated portfolio manager
- Regular reporting
- Negotiated fees with performance linked component
- Non Discretionary portfolio
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- Invest assets according to orders given by client
- Invest in all asset classes, both locally/regionally and internationally
- Client responsible for risk management of portfolio/li>
- Individualized service
- Client receives expert investment advice & trade execution
- Regular reporting
- Client retains responsibility for investment decisions
