Our Services

Asset Allocation

We are an independent provider of discretionary and advisory investment management services to individuals, families and small institutions. We focus on capital conservation while avoiding risk that is not properly rewarded.

Research

Our dedicated research division focuses on the selection and on-going monitoring of our manager and product stable. Our research team, together with the investment committee, formulates and implements our strategic and thematic investment policy.

Reporting & Risk Management

We provide consolidated client performance and risk reports that are essential for simplifying complex account set-ups, performance monitoring and audit process.

Custody & Investment Infrastructure

We advise each client on the set-up of their investment infrastructure while optimising costs and operational efficiency.