For clients who require an actively managed portfolio
Our global team of portfolio managers are focused on delivering your investment objectives and financial goals, by bringing to bear their collective experience as well as the best of our global research and investment capabilities on your behalf.
We provide a range of investment styles for our clients
MINIMUM
R10 million or $1 million
Focused
Our Focused solutions are our best investment view through discretionary share portfolios both globally and in South Africa. They are concentrated multi-asset solutions that focus on high conviction investment ideas.
MINIMUM
R5 million or £250 000 or $400 000
Diversified
Our Diversified solutions are our best investment view through a portfolio of selected external fund managers, both globally and in South Africa, providing manager diversification. This is an effective selection and combination of specialist investment managers and strategies.
Why choose our portfolio management services
Actively Managed Portifolio
This service is designed to provide a convenient, low-maintenance solution for the management of your investments.
Expertise
Whatever the market conditions, we provide constant oversight and decision-making with a view to ensuring your portfolio is always appropriately positioned to provide the best investment outcome.
Reporting
We will also keep you fully updated with regular reports, statements and access to our online client portal.
Mandates
These are tailored for each client depending on their needs and risk profile.
You and your wealth.
We care for your assets like our own, because we never forget who they really belong to.
