Comprehensive wealth guidance from a trusted advisor watching over every aspect of your investment needs
Wealth that has been created should not be destroyed. Our philosophy is that capital should firstly be preserved and secondly grown. This results in us identifying companies who are not only good at generating consistent positive returns but who also are excellent at minimizing or avoiding losses.
The essential first step is to understand your needs. Understanding what you wish to achieve with your hard earned funds will determine what type of investments, managers and the correct mix will achieve your goals with an acceptable amount of risk. We will help find the experts to meet your requirements, guide you through the strengths or weakness of each approach and negotiate favourable terms.
This involves rigorous analysis of their performance but more importantly of their team, process and structure to assess if past performance is repeatable.
Once a manager is appointed we will look for early-warning signs, monitor their performance, process and the team to ensure risks are identified before they become a serious concern.
Our reporting covers not just the managers appointed but also the overall results. We will be pro-active in our relationship and wish to ensure that as your needs evolve so do the managers who support your changing environment.
In providing these services we wish to remove the mystique of investments. Our reporting and communication will be clear and understandable and wherever possible we will help build your knowledge and understanding of investments and the managers you employ.
We have strong values of honesty and integrity and this is in part demonstrated by our rebating all fees and commissions we can achieve on your behalf. Our motivation is therefore to find the best manager, not the one paying the highest commissions. We will bring into reach many managers which normally are not proposed for obvious reasons.