Financial Advisory Services
Our Financial Advisory Services provide clients with the opportunity of benefitting from our customized on-going wealth management and financial planning solution whilst retaining full control of holding and ownership of the underlying assets within the investment portfolio.
We understand the importance and sensitivity of discussing very important financial matters that are usually very personal to the client. For this reason our Financial Planning Process is structured in such a way to make it easy for clients to understand and feel comfortable at each stage of our initial discussions.
With personal circumstances changing over time and with investments subject to an ever changing landscape, we offer an on-going portfolio monitoring service with review meetings scheduled as a minimum once a quarter. This structured focus on keeping abreast with the performance of each client portfolio and evaluating progress against pre-established targets increases client confidence in better understanding our strategies.
Customised portfolios with specified risk categorizations are integrated within our standard asset allocations established by the Investment Advisory Investment Committee on a quarterly basis to provide an on-going result oriented solution. Risk Management is enhanced through the investment in Collective Investment Schemes managed internally or through well established globally recognized fund managers. A list of the recommended funds to be invested in forms the basis of our Best of Fund Range.
The main focus of the Financial Advisory Service is the preservation of capital followed by low volatility with steady returns and our risk management is enhanced by:
- Generally make use of Mutual Funds to diversify our client’s portfolios in the various asset classes without taking individual asset risks.
- Using only the most reputable international Investment Houses that pass a stringent due diligence process and factually prove to us that they have the best fund managers.
- Having an internal investment committee composed of experts in economics, asset allocations and technical analysis that meets once a quarter to provide guidance for the subsequent quarters.
- Having our own internal best of fund range that is updated regularly to include only those funds that we consider are the best to fulfill the various client solutions either by providing above average returns or by providing a negative correlation to other funds thus reducing volatility.