We can implement solutions either through a model portfolio or a fund-of-funds structure, depending on your FSP licence (Category I or I I) and preference.
Finding robust and compliant portfolios solutions can be time-consuming and a high-risk undertaking. That's why we're offering you services and investment solutions capable of meeting your clients' unique needs.
We construct world-class solutions to increase the likelihood that your clients' investment goals will be achieved
We provide the following investment solutions:
Or a combination of all three, allowing for further customisation.
We are platform agnostic – we create solutions on various LISP platforms to cater to your preferences.
We provide a holistic solution through expertise in local and global markets.
They may be local only, global, or a combination of both local and global solutions.
We design solutions for your clients' specific needs, whether this is capital protection, liquidity, or capital growth over their specified time horizon. We can use either:
We provide you with investment management services and solutions, so you can focus on what is important to you and your clients – providing them with informed and thoughtful advice to keep them on track to achieving their personal investment goals. We offer :
We bring increased efficiency in your practice, enabling better succession planning and allowing you to merge practices effectively or achieve higher multiples for your book when the time comes to exit the industry.
Our ability to bulk switch across all clients enables us to implement decisions efficiently when markets shift, without requiring you to complete additional paperwork or obtain switch forms from your clients. We take care of these decisions and implement changes timeously and decisively.
Our clients receive customised reporting in the form of monthly factsheets (co-branded where applicable), quarterly portfolio review reports as well as regular and ad hoc market and economic communications. We keep you up to date will all the necessary developments to enable you to have meaningful discussions with your clients.
Have you ever asked yourself:
Our clients often comment that apart from the flexible execution of our investment skills, they value our regular communication and transparent and detailed reporting.