Wealth Manager

This solution is designed for individuals who have achieved total financial freedom. We believe that growing wealth should be directly linked to understanding an individual’s relationship with money. Emphasis is placed on strategic asset allocation, where our target allocations depends on the investor’s risk tolerance, time horizon and investment objectives which may change over time as these parameters change. 

We focus on the following investment fundamentals:

  • Risk and return are related¬†¬†
  • Diversification is the antidote to uncertainty
  • Asset allocation principally determines return in a diversified portfolio
  • One must not be distracted by emotions when investing
  • Speculation is not investment

Using industry specialists we tailor the following portfolios:

  • Share portfolios in which a portfolio manager manages the portfolio according to specific strategies and or mandates
  • Collective investment scheme portfolio (unit trust fund)

Best suited for:

  • High net worth individuals who wish to grow capital
  • Retired Individuals who invests for income and capital growth