Wealth management

Delivering investment solutions adapted to your needs via discretionary mandates or advisory services

STEP 1: We assess your profile

  • Your return expectations
  • Your aversion to risk
  • Your liquidity requirements
  • Your situation

It is important we map out several determining factors. This will allow us to define a solution that will conform with your needs. We work in a partnership spirit with our clients. As such, we want to spend the necessary time to assess together your situation, share our views, understand your goals.

STEP 2: We rely on our pool of expertise to build your portfolio

  • Asset Allocation Committees
  • Investment Strategy Meetings
  • Investment guidelines
  • Portfolio consolidation tool
  • Custody relationships with major banks

Our expertise allows you to reach your objectives with the requirements you set. To do this, we offer alternative ways of working with you. You can choose between Discretionary Management or appointing us in an Advisory capacity.

We have existing custody relationships with most major banks. As such, you are free to choose with which bank you want to deposit your assets.

STEP 3: We deliver the portfolio that suits your needs

Please click here to view a sample standard portfolio report. In addition to regular meetings, we send this to you as frequently as you require.