Discretionary Portfolio Management

Non-Discretionary Portfolio Management

Our core investment management service operates on a fully discretionary basis; in other words, we will actively manage your portfolio, making changes to investments without prior reference to you. All investment changes are designed to enhance performance and ensure that the structure of your portfolio remains in line with your investment objectives. By giving us authority to manage your portfolio on a discretionary basis, you enable us to make and implement decisions in the most timely and effective way.

The merits of this service are:

1. Full Account Service – execution;
2. Investment bizsolutions;
3. Asset Management & Financial Planning;
4. Portfolio administration;
5. Collection of Bonuses and Dividends;
6. Monthly Portfolio and Stock Performance Report;
7. Buy/Sell Recommendations and Custody services.

Benchmarks
Our objective is to deliver investment performance, which is consistently in line with client’s agreed benchmark. The benchmark is established on the basis of each client’s investment objectives and incorporates the client’s performance requirements and risk tolerance.
We aim to achieve success on behalf of our clients through the consistent application of investment method, which carefully controls and monitors the management of each portfolio.

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