Let’s start by getting to know you. Where would you like your financial health to be? Are you investing for retirement, a nest egg, or a passive income? Let’s identify your risk appetite and create a custom built portfolio that offers diversification and risk control.
Our expert asset managers are skilled at creating personalised investing solutions that deliver.
Our highly advantageous Open Architecture approach gives us the capability of offering both proprietary and external investment products, creating in turn customised portfolios of investment products that are optimally suited to meet your financial goals.
Unlimited
Investment Universe
Optimal Asset
Allocation & Diversification
Higher Quality
Financial Solutions
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.
Client investment Profiling
Understand each investor’s unique investment horizon, target returns and level of risk tolerance to tailor portfolio.
Allocation & Optimisation
Diversify assets among classes, allocate targets, set optimal balance between expected risk & return.
Strategic Implementation
Dynamic monitoring of the investment, tactical rebalancing to ensure that investments run smoothly, and asset class switching for diversification and risk control.
Performance Appraisal
Evaluate investment in terms of risk vs reward, assess payback period & communicate.
We will use our model portfolios and pick the right asset allocation suited to your specific investment profile.
Top Down
(macro, political, monetary, fiscal)
Bottom Up
(security valuation)
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MULTI ASSET BROKERAGE
