Wealth Management and Portfolio Construction
Investing need not be complicated as long as certain tried and tested principles are followed.
Have you recently given thought to how your current investment portfolio has been structured?
It is critical that an investment portfolio be diversified across all asset classes as well as asset managers, both locally and internationally.
Such an approach reduces the possibility of capital loss during adverse market conditions, mitigates against both currency and political risk and reduces the risk profile of the overall portfolio.
Your individual investment needs & objectives are key when it comes to investment planning. This involves us having a fundamental understanding of your risk tolerance, investment time horizons, tax sensitivity and estate planning strategy.
Life moves at a fast pace. Ongoing monitoring and regular comprehensive portfolio reviews help ensure that your investment portfolio remains relevant to your current personal and financial circumstances.
Our goal is to ensure that we put our clients in an educated and informed position to make sound financial decisions, while managing their expectations based on current and anticipated future market outcomes.
Our practice has access to top asset managers, stockbrokers, investment banks and analysts both locally and internationally.
Together with these asset managers and with the assistance of their research teams, our practice offers a wide range of risk profiled unitised model portfolios for those clients who require managed solutions.
In addition to this, we also offer direct equity portfolios.
Interested in our Wealth Management Solutions:
Enquire via the link below and one of our team members will be in touch with you.