| Non-Discretionary
Portfolio Management |
|
Though, we normally manage portfolios on a
discretionary basis, we recognise that trustees and some clients
may be unable to delegate the decision-making responsibility.
In these situations we can provide the full KAKAWA investment
management service on an bizsolutions basis, this implies that we
will not implement changes without the express permission of
the client. This service eliminates the administrative, clerical
and accounting details that come with self-directed investing.
The merits of this service include execution and investment
bizsolutions.
Features
Buy/Sell recommendations; Monthly portfolio performance
report.
