Our Services

Custom Made Portfolio Management and Investment Strategies

We manage individual portfolios for clients with a range of risk profiles – Income (no Equities), Conservative (maximum Equity exposure 30%), Balanced (maximum Equity exposure 60%), Growth (maximum Equity exposure 80%), Equity (a mixture of Equities and Gold, Commodities, etc.)

Besides these strategies we offer custom made solutions for clients who wish to create an investment strategy which addresses their specific wishes. Taking into account their assets, liabilities, income and expenses, we are able to help our clients to better assess their risk profile and achieve an investment strategy that is well suited to their particular requirements.