MULTI ASSET BROKERAGE
Unlimited
Investment Service
The portfolios are fully diversified across all major asset classes and bundled into one single investment solution; they are expertly constructed to include Equity funds, Fixed Income managed accounts and also Alternative direct investments that are audited and verified by KPMG and Deloitte.
Deloitte provides Independent Assurance Reports for the verification of Monthly Returns of select strategies. This is carried out in accordance with the International Standard on Assurance Engagements (ISAE) 3000: Assurance Engagements other than Audits or Reviews of Historical Financial Information (Revised). The report provides reasonable assurance as defined in this standard.
Investment should start with your needs and end at your goals. This journey is our purpose and passion.
Professional and experienced portfolio managers will give shape to your investment portfolio in a way that’s unique to your own investment profile; we understand your financial objectives and map out the route that will get you from where you are to where you want to be.
Our highly advantageous Open Architecture approach gives us the capability of offering both proprietary and external investment products, supporting in turn customised portfolios of investment products that are optimally suited to meet your financial goals.
The process is rooted in excellence and is the cornerstone of our approach; it is disciplined and client-specific, and it aims to optimise your individual risk vs return by matching your investment profile to closely-aligned investor portfolios.
Invest with assurance; Your investment has been created by professionals, specifically & personally for you using the best available financial products and providing all-in-one solutions that are well diversified.
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