Guidance for every STAGE AND PHASE

You’re not afraid to be true to yourself, and neither are we. We can take a different approach to financial planning that focuses on you as an individual.

How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience, we can help you find the answers to these questions and a path toward your financial goals that’s right for you.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and experience to tailor the required service to your unique situation and with your specific goals in mind.

Our services are comprehensive and cover all phases of life, from homing in on retirement to planning for your children’s education. Whatever the milestone might be, we’ll be there to serve you.

  • Global and strategic investment mindset
  • Asset allocation and security selection is actively managed and we do not constrain ourselves to benchmarks
  • Resilience delivered through investment portfolios with high quality and income at their core
  • We take internal ownership of the investment and risk management process by investing directly in fixed income and equity markets
  • Proven and differentiated investment approach to preserving and compounding family wealth over the long term
  • Experienced and successful investment team of dedicated asset class specialists
  • Directly invested and actively managed core global strategies in fixed income and equities, complemented by carefully selected diversifying alternative managers
  • High degree of client access, engagement and transparency with investment team

INVESTMENT PHILOSOPHY

We analyse macroeconomic and political event to develop forward-looking views on what the risks and returns for asset classes will be. This allows us to translate these views into actionable asset allocation recommendations for clients.

INVESTMENT APPROACH

  • Long-term investment horizon
  • A blend of equity, fixed income and hedge fund asset classes
  • Top-down macroeconomic approach to asset allocation
  • Fundamental, valuation and technical inputs to security selection
  • Disciplined process – quantitative and qualitative inputs

INVESTMENT PROCESS

Our investment process starts by analysing a series of monitors to help us understand economic and asset class trends and risk:

  • Macroeconomic and policy outlook
  • Earnings – expectations and revisions
  • Relative asset class valuations
  • Market sentiment

BUILD CLIENT PORTFOLIO

  • Investment Desk blueprint for asset allocation and security selection
  • Specialist Portfolio Managers – construction and portfolio monitoring
  • Building blocks – directly held bonds, equities, hedge funds and 3rd party specialist funds